Touchstone Small Company Fund (SAGWX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SAGWX
SAGWX charges 1.17% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SAGWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SAGWX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SAGWX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SAGWX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SAGWX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | SAGWX vs TISBX |
Best Risk-Adjusted Alternatives to SAGWX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SAGWX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SAGWX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SAGWX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SAGWX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SAGWX vs PRSVX |
Top Performing SAGWX Alternatives (YTD)
SAGWX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SAGWX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SAGWX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SAGWX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SAGWX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SAGWX vs RIVSX |
Lowest Volatility Alternatives to SAGWX
SAGWX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | SAGWX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SAGWX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SAGWX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SAGWX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SAGWX vs CSMDX |
Lowest Drawdown Alternatives to SAGWX
SAGWX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SAGWX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SAGWX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SAGWX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SAGWX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SAGWX vs BOSOX |
Other Mutual Funds from Touchstone
Most popular Touchstone mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 21 | -3.86% | Sep 30, 2009 | SAGWX vs TSFIX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 7 | -7.96% | Jan 2, 2003 | SAGWX vs TMCPX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 22 | -10.24% | Jan 12, 1934 | SAGWX vs SENCX | |
| Touchstone Balanced Fund | Diversified Portfolio | 27 | -6.71% | Nov 15, 1938 | SAGWX vs SEBLX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 16 | -0.39% | Jul 9, 2014 | SAGWX vs TLCIX | |
| Touchstone Growth Opportunities Fund | Large Cap Growth Equities | 30 | -12.56% | Sep 29, 1995 | SAGWX vs TGVFX | |
| Touchstone Sands Capital Select Growth Fund | Large Cap Growth Equities | 8 | -17.27% | Aug 11, 2000 | SAGWX vs PTSGX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 24 | -5.75% | Oct 3, 1994 | SAGWX vs TEGAX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 40 | -3.54% | Dec 18, 1997 | SAGWX vs TEQAX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 0.51% | Mar 1, 1994 | SAGWX vs TSDOX |
Often Compared With SAGWX
What investors most often compare with SAGWX, 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.