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NAESX vs SIGWX
NAESX vs SIGWX Comparison
Open Charts NAESX vs SIGWX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
Touchstone Small Company Y
Price$6.71
Change+$0.12 (+1.82%)
VolumeN/A
Net Assets1.11B
NAESX vs SIGWX Comparison Chart
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NAESX vs. SIGWX commentary
May 09, 2025
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 Buy and SIGWX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SIGWX (1.11B). NAESX pays higher dividends than SIGWX: NAESX (1.43) vs SIGWX (0.47). NAESX was incepted earlier than SIGWX: NAESX (65 years) vs SIGWX (18 years). SIGWX (0.97) is less costly to investors than NAESX (0.17). SIGWX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). SIGWX has a lower initial minimum investment than NAESX: SIGWX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. SIGWX (-0.30). NAESX return over 5 years is better than : 65.08 vs. SIGWX (54.31).
| NAESX | SIGWX | NAESX / SIGWX | |
| Total Expense Ratio | 0.17 | 0.91 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.97 | 18% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | -8.414 | -5.180 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.11B | 12,647% |
| Annual Yield % from dividends | 1.43 | 0.47 | 305% |
| Returns for 1 year | -0.09 | -0.30 | 30% |
| Returns for 3 years | 20.27 | 21.24 | 95% |
| Returns for 5 years | 65.08 | 54.31 | 120% |
| Returns for 10 years | 87.81 | 9.67 | 908% |
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