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SAGWX vs VSMAX
SAGWX vs VSMAX Comparison
Open Charts SAGWX vs VSMAX
Touchstone Small Company A
Price$6.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.38B
Vanguard Small Cap Index Admiral Shares
Price$117.69
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
SAGWX vs VSMAX Comparison Chart in %
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SAGWX vs. VSMAX commentary
Nov 20, 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 SAGWX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SAGWX (1.38B). VSMAX pays higher dividends than SAGWX: VSMAX (1.34) vs SAGWX (0.15). SAGWX was incepted earlier than VSMAX: SAGWX (33 years) vs VSMAX (25 years). SAGWX (1.15) is less costly to investors than VSMAX (0.05). SAGWX is a more actively managed with annual turnover of: 47.00 vs. VSMAX (13.00). SAGWX has a lower initial minimum investment than VSMAX: SAGWX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -0.53 vs. SAGWX (-2.94). VSMAX return over 5 years is better than : 39.21 vs. SAGWX (23.77).
| SAGWX | VSMAX | SAGWX / VSMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 4.348 | 2.248 | 193% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 162B | 1% |
| Annual Yield % from dividends | 0.15 | 1.34 | 12% |
| Returns for 1 year | -2.94 | -0.53 | 556% |
| Returns for 3 years | 22.32 | 29.85 | 75% |
| Returns for 5 years | 23.77 | 39.21 | 61% |
| Returns for 10 years | 13.65 | 122.28 | 11% |
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