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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$14.38
Change-$0.93 (-6.07%)
VolumeN/A
Net Assets61.95M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
KESGX vs NAESX Comparison Chart
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KESGX vs. NAESX commentary
Apr 05, 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: 153B vs. KESGX (61.9M). NAESX pays higher dividends than KESGX: NAESX (1.39) vs KESGX (0.20). KESGX was incepted earlier than NAESX: KESGX (6 years) vs NAESX (65 years). KESGX (1.28) is less costly to investors than NAESX (0.17). 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 : 1.18 vs. KESGX (-0.09). NAESX (115.68) and KESGX (113.99) have equivalent 5 years return.
| KESGX | NAESX | KESGX / NAESX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 1.28 | 0.17 | 753% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -4.133 | -5.833 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 153B | 0% |
| Annual Yield % from dividends | 0.20 | 1.39 | 14% |
| Returns for 1 year | -0.09 | 1.18 | -7% |
| Returns for 3 years | 6.99 | 6.44 | 109% |
| Returns for 5 years | 113.99 | 115.68 | 99% |
| Returns for 10 years | N/A | 90.61 | - |
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