SAGWX vs. VSCIX
Compare and contrast key facts about Touchstone Small Company Fund (SAGWX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
SAGWX is managed by Touchstone. It was launched on Mar 1, 1993. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
SAGWX vs. VSCIX - Performance Comparison
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SAGWX vs. VSCIX - 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, SAGWX achieves a -4.35% return, which is significantly lower than VSCIX's -1.21% return. Both investments have delivered pretty close results over the past 10 years, with SAGWX having a 10.69% annualized return and VSCIX not far behind at 10.16%.
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%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
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SAGWX vs. VSCIX - Expense Ratio Comparison
SAGWX has a 1.17% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Return for Risk
SAGWX vs. VSCIX — Risk / Return Rank
SAGWX
VSCIX
SAGWX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.75 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.19 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.16 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.97 | -0.15 |
Martin ratioReturn relative to average drawdown | 3.23 | 4.21 | -0.98 |
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 | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.75 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.24 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.47 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.38 | +0.12 |
Correlation
The correlation between SAGWX and VSCIX 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. VSCIX - Dividend Comparison
SAGWX's dividend yield for the trailing twelve months is around 6.08%, more than VSCIX's 1.39% 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
SAGWX vs. VSCIX - Drawdown Comparison
The maximum SAGWX drawdown since its inception was -51.87%, smaller than the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for SAGWX and VSCIX.
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Drawdown Indicators
| SAGWX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.87% | -59.66% | +7.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.16% | -14.30% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -28.13% | -8.94% |
Max Drawdown (10Y)Largest decline over 10 years | -41.75% | -41.81% | +0.06% |
Current DrawdownCurrent decline from peak | -9.60% | -8.97% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -10.18% | +1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 3.29% | +0.03% |
Volatility
SAGWX vs. VSCIX - Volatility Comparison
The current volatility for Touchstone Small Company Fund (SAGWX) is 4.46%, while Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a volatility of 5.90%. This indicates that SAGWX experiences smaller price fluctuations and is considered to be less risky than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAGWX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.46% | 5.90% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 12.22% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.40% | 21.62% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.87% | 20.70% | +2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 21.53% | +1.10% |