Touchstone Small Company Fund (SAGWX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SAGWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SAGWX
SAGWX charges 1.17% annually. There are 122 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SAGWX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SAGWX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | SAGWX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | SAGWX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | SAGWX vs TISBX |
Best Risk-Adjusted Alternatives to SAGWX
SAGWX has a PortfoliosLab risk / return rank of 64. There are 109 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | SAGWX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SAGWX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SAGWX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | SAGWX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | SAGWX vs AUERX |
Top Performing SAGWX Alternatives (YTD)
SAGWX is at 15.00% YTD. There are 143 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | SAGWX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | SAGWX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | SAGWX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | SAGWX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | SAGWX vs WESCX |
Lowest Volatility Alternatives to SAGWX
SAGWX has 15.46% 1-year volatility. There are 8 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | SAGWX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | SAGWX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | SAGWX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | SAGWX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | SAGWX vs FTHNX |
Lowest Drawdown Alternatives to SAGWX
SAGWX has a 1-year max drawdown of -9.60%. There are 67 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SAGWX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SAGWX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | SAGWX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | SAGWX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SAGWX vs SSCDX |
Other Mutual Funds from Touchstone
The 10 most viewed Touchstone mutual funds shown here include TSFIX, SWRLX, SENCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 36 | 12.61% | — | Sep 2009 | SAGWX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 21.39% | — | Mar 1993 | SAGWX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 29 | 4.94% | — | Jan 1934 | SAGWX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 10 | 3.65% | — | Jan 2003 | SAGWX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 10.78% | — | Oct 1994 | SAGWX vs TEGAX | |
| Touchstone Balanced Fund | Diversified Portfolio | 29 | 3.00% | — | Nov 1938 | SAGWX vs SEBLX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.91% | — | Mar 1994 | SAGWX vs TSDOX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 52 | 12.58% | — | Dec 1997 | SAGWX vs TEQAX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 66 | 11.86% | — | Jul 2014 | SAGWX vs TLCIX | |
| Touchstone Sands Capital Select Growth Fund | Large Cap Growth Equities | 3 | -1.71% | — | Aug 2000 | SAGWX vs PTSGX |
Often Compared With SAGWX
Investors most often compare SAGWX with OBMCX, OBSOX, PGOAX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare SAGWX with Any Fund or Stock
Compare SAGWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAGWX with funds that move differently
Touchstone Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAGWX.
Explore SAGWX Diversifiers