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 121 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 | 0.04% | 182.70B | Jul 1997 | SAGWX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | SAGWX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | SAGWX vs VSMAX |
Best Risk-Adjusted Alternatives to SAGWX
SAGWX has a PortfoliosLab risk / return rank of 30. There are 148 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SAGWX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SAGWX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | SAGWX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | SAGWX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | SAGWX vs RYOTX |
Top Performing SAGWX Alternatives (YTD)
SAGWX is at 7.90% YTD. There are 166 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | SAGWX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | SAGWX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | SAGWX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | SAGWX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | SAGWX vs WWSIX |
Lowest Volatility Alternatives to SAGWX
SAGWX has 15.46% 1-year volatility. There are 7 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | SAGWX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | SAGWX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | SAGWX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | SAGWX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | SAGWX vs BOSOX |
Lowest Drawdown Alternatives to SAGWX
SAGWX has a 1-year max drawdown of -9.60%. There are 66 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% | 2.90B | Apr 2006 | SAGWX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | 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 | 16 | 7.45% | — | Sep 2009 | SAGWX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 93 | 23.43% | — | Mar 1993 | SAGWX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 25 | 3.00% | — | Jan 1934 | SAGWX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 7 | 1.66% | — | Jan 2003 | SAGWX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 19 | 13.73% | — | Oct 1994 | SAGWX vs TEGAX | |
| Touchstone Balanced Fund | Diversified Portfolio | 29 | 2.37% | — | Nov 1938 | SAGWX vs SEBLX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 98 | 1.48% | — | Mar 1994 | SAGWX vs TSDOX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 47 | 11.27% | — | Jul 2014 | SAGWX vs TLCIX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 42 | 15.23% | — | Dec 1997 | SAGWX vs TEQAX | |
| Touchstone Sands Capital Select Growth Fund | Large Cap Growth Equities | 7 | 6.90% | — | Aug 2000 | SAGWX vs PTSGX |
Often Compared With SAGWX
Investors most often compare SAGWX with OBMCX, OBSOX, PGOAX. These 20 comparison targets span 12 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