Interact to see
Advertisement
Advertisement
KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$17.27
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets71.45M
Vanguard Small Cap Index I
Price$123.73
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
KESGX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KESGX vs. NAESX commentary
Oct 07, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. KESGX (71.5M). 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 annual gain was more profitable for investors over the last year : 9.31 vs. KESGX (7.71). NAESX (60.60) and KESGX (60.00) 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 | 8.266 | 7.501 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.5M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.23 | 14% |
| Returns for 1 year | 7.71 | 9.31 | 83% |
| Returns for 3 years | 44.41 | 48.29 | 92% |
| Returns for 5 years | 60.00 | 60.60 | 99% |
| Returns for 10 years | N/A | 133.33 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement