SAGWX vs. SWSSX
Compare and contrast key facts about Touchstone Small Company Fund (SAGWX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
SAGWX is managed by Touchstone. It was launched on Mar 1, 1993. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
SAGWX vs. SWSSX - Performance Comparison
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SAGWX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAGWX Touchstone Small Company Fund | -4.35% | 9.58% | 13.32% | 15.71% | -14.64% | 22.83% | 17.58% | 29.44% | -8.42% | 17.32% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, SAGWX achieves a -4.35% return, which is significantly lower than SWSSX's -2.49% return. Over the past 10 years, SAGWX has outperformed SWSSX with an annualized return of 10.69%, while SWSSX has yielded a comparatively lower 9.50% annualized return.
SAGWX
- 1D
- -0.67%
- 1M
- -7.20%
- YTD
- -4.35%
- 6M
- -1.92%
- 1Y
- 12.93%
- 3Y*
- 10.20%
- 5Y*
- 4.96%
- 10Y*
- 10.69%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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SAGWX vs. SWSSX - Expense Ratio Comparison
SAGWX has a 1.17% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
SAGWX vs. SWSSX — Risk / Return Rank
SAGWX
SWSSX
SAGWX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SAGWX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.91 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.40 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.33 | -0.51 |
Martin ratioReturn relative to average drawdown | 3.23 | 5.02 | -1.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SAGWX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.91 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.14 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.40 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.33 | +0.18 |
Correlation
The correlation between SAGWX and SWSSX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SAGWX vs. SWSSX - Dividend Comparison
SAGWX's dividend yield for the trailing twelve months is around 6.08%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAGWX Touchstone Small Company Fund | 6.08% | 5.82% | 6.03% | 0.15% | 2.57% | 19.71% | 0.10% | 11.83% | 14.83% | 9.03% | 8.71% | 21.16% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
SAGWX vs. SWSSX - Drawdown Comparison
The maximum SAGWX drawdown since its inception was -51.87%, smaller than the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for SAGWX and SWSSX.
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Drawdown Indicators
| SAGWX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.87% | -60.34% | +8.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.16% | -13.90% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -31.93% | -5.14% |
Max Drawdown (10Y)Largest decline over 10 years | -41.75% | -41.81% | +0.06% |
Current DrawdownCurrent decline from peak | -9.60% | -11.00% | +1.40% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -10.78% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 3.68% | -0.36% |
Volatility
SAGWX vs. SWSSX - Volatility Comparison
The current volatility for Touchstone Small Company Fund (SAGWX) is 4.46%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that SAGWX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAGWX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 6.59% | -2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 14.12% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.40% | 23.11% | -2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.87% | 22.57% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 24.03% | -1.40% |