SAGWX
Price
$6.69
Change
+$0.06 (+0.90%)
Updated
Jun 18 closing price
Net Assets
1.63B
VSMAX
Price
$142.12
Change
+$1.78 (+1.27%)
Updated
Jun 18 closing price
Net Assets
182.65B
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SAGWX vs VSMAX

SAGWX vs VSMAX Comparison Chart in %
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VS
SAGWX vs. VSMAX commentary
Jun 20, 2026

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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. SAGWX (1.64B). VSMAX pays higher dividends than SAGWX: VSMAX (1.19) vs SAGWX (0.00). SAGWX was incepted earlier than VSMAX: SAGWX (33 years) vs VSMAX (26 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 (17.00). 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 : 28.62 vs. SAGWX (14.55). VSMAX return over 5 years is better than : 37.92 vs. SAGWX (3.74).
SAGWXVSMAXSAGWX / VSMAX
Total Expense Ratio1.150.052,300%
Annual Report Gross Expense Ratio1.150.052,300%
Fund Existence33 years26 years-
Gain YTD7.90315.10652%
Front Load5%N/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets1.64B183B1%
Annual Yield % from dividends0.001.19-
Returns for 1 year14.5528.6251%
Returns for 3 years31.9551.1862%
Returns for 5 years3.7437.9210%
Returns for 10 years44.74166.1727%
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