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SAGWX vs VSMAX
SAGWX vs VSMAX Comparison
Open Charts SAGWX vs VSMAX
Touchstone Small Company A
Price$6.11
Change+$0.05 (+0.83%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
SAGWX vs VSMAX Comparison Chart in %
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SAGWX vs. VSMAX commentary
Aug 07, 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: 154B vs. SAGWX (1.22B). VSMAX pays higher dividends than SAGWX: VSMAX (1.37) vs SAGWX (0.16). SAGWX was incepted earlier than VSMAX: SAGWX (32 years) vs VSMAX (25 years). SAGWX (1.19) is less costly to investors than VSMAX (0.05). SAGWX is a more actively managed with annual turnover of: 59.00 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 : 11.56 vs. SAGWX (3.41). VSMAX return over 5 years is better than : 55.27 vs. SAGWX (39.87).
| SAGWX | VSMAX | SAGWX / VSMAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.19 | 0.05 | 2,380% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 1.338 | 0.656 | 204% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 154B | 1% |
| Annual Yield % from dividends | 0.16 | 1.37 | 12% |
| Returns for 1 year | 3.41 | 11.56 | 30% |
| Returns for 3 years | 19.49 | 24.25 | 80% |
| Returns for 5 years | 39.87 | 55.27 | 72% |
| Returns for 10 years | 6.68 | 111.53 | 6% |