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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Touchstone Small Company A
Price$6.25
Change-$0.03 (-0.48%)
VolumeN/A
CapitalizationN/A
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NAESX vs SAGWX Comparison Chart
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NAESX vs. SAGWX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAESX is a StrongBuy and SAGWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SAGWX (1.16B). NAESX pays higher dividends than SAGWX: NAESX (1.31) vs SAGWX (0.00). NAESX was incepted earlier than SAGWX: NAESX (64 years) vs SAGWX (32 years). SAGWX is a more actively managed with annual turnover of: 94.00 vs. NAESX (12.00). SAGWX has a lower initial minimum investment than NAESX: SAGWX (2500) vs NAESX (3000). SAGWX annual gain was more profitable for investors over the last year : 21.81 vs. NAESX (20.72). NAESX return over 5 years is better than : 51.64 vs. SAGWX (30.53).
| NAESX | SAGWX | NAESX / SAGWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 32 years | - |
| Gain YTD | 9.695 | 11.111 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.16B | 12,823% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 20.72 | 21.81 | 95% |
| Returns for 3 years | 5.63 | -7.05 | -80% |
| Returns for 5 years | 51.64 | 30.53 | 169% |
| Returns for 10 years | 113.34 | -11.16 | -1,015% |