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SAGWX vs VSMAX
SAGWX vs VSMAX Comparison
Open Charts SAGWX vs VSMAX
Touchstone Small Company A
Price$6.25
Change-$0.03 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
SAGWX vs VSMAX Comparison Chart
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SAGWX vs. VSMAX 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 SAGWX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SAGWX (1.16B). VSMAX pays higher dividends than SAGWX: VSMAX (1.42) vs SAGWX (0.00). SAGWX was incepted earlier than VSMAX: SAGWX (32 years) vs VSMAX (24 years). SAGWX is a more actively managed with annual turnover of: 94.00 vs. VSMAX (12.00). SAGWX has a lower initial minimum investment than VSMAX: SAGWX (2500) vs VSMAX (3000). SAGWX (21.81) and VSMAX (20.75) have marching annual gain over last year. VSMAX return over 5 years is better than : 51.83 vs. SAGWX (30.53).
| SAGWX | VSMAX | SAGWX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 11.111 | 9.731 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 149B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 21.81 | 20.75 | 105% |
| Returns for 3 years | -7.05 | 5.70 | -124% |
| Returns for 5 years | 30.53 | 51.83 | 59% |
| Returns for 10 years | -11.16 | 114.09 | -10% |
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