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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$16.47
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets65.59M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
KESGX vs NAESX Comparison Chart
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KESGX vs. NAESX commentary
Jan 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KESGX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. KESGX (65.6M). NAESX pays higher dividends than KESGX: NAESX (1.31) vs KESGX (0.27). KESGX was incepted earlier than NAESX: KESGX (6 years) vs NAESX (64 years). KESGX is a more actively managed with annual turnover of: 58.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than KESGX: NAESX (3000) vs KESGX (5000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. KESGX (16.52). KESGX (49.26) and NAESX (48.81) have equivalent 5 years return.
| KESGX | NAESX | KESGX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 64 years | - |
| Gain YTD | 3.131 | 3.370 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 155B | 0% |
| Annual Yield % from dividends | 0.27 | 1.31 | 21% |
| Returns for 1 year | 16.52 | 21.23 | 78% |
| Returns for 3 years | 14.22 | 17.16 | 83% |
| Returns for 5 years | 49.26 | 48.81 | 101% |
| Returns for 10 years | N/A | 126.44 | - |