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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$17.50
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets72.21M
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
KESGX vs NAESX Comparison Chart in %
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KESGX vs. NAESX commentary
Oct 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. KESGX (72.2M). NAESX pays higher dividends than KESGX: NAESX (1.23) vs KESGX (0.17). KESGX was incepted earlier than NAESX: KESGX (6 years) vs NAESX (65 years). KESGX (1.17) is less costly to investors than NAESX (0.17). KESGX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than KESGX: NAESX (3000) vs KESGX (5000). NAESX (9.34) and KESGX (9.02) have marching annual gain over last year. NAESX (57.75) and KESGX (56.21) have equivalent 5 years return.
| KESGX | NAESX | KESGX / NAESX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | 9.580 | 7.919 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.23 | 14% |
| Returns for 1 year | 9.02 | 9.34 | 97% |
| Returns for 3 years | 41.81 | 42.31 | 99% |
| Returns for 5 years | 56.21 | 57.75 | 97% |
| Returns for 10 years | N/A | 138.41 | - |
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