Ad is loading...
KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$16.52
Change-$0.20 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
KESGX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
KESGX vs. NAESX commentary
Dec 18, 2024
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: 167B vs. KESGX (66M). NAESX pays higher dividends than KESGX: NAESX (1.31) vs KESGX (0.27). KESGX was incepted earlier than NAESX: KESGX (5 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 : 19.54 vs. KESGX (15.24). KESGX (54.01) and NAESX (53.79) 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 | 5 years | 64 years | - |
| Gain YTD | 13.117 | 17.994 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66M | 167B | 0% |
| Annual Yield % from dividends | 0.27 | 1.31 | 21% |
| Returns for 1 year | 15.24 | 19.54 | 78% |
| Returns for 3 years | 12.40 | 15.71 | 79% |
| Returns for 5 years | 54.01 | 53.79 | 100% |
| Returns for 10 years | N/A | 124.30 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TISEX | 19.40 | N/A | N/A |
| Nuveen Quant Small Cap Equity R6 | |||
| MAGCX | 27.11 | -0.10 | -0.37% |
| BlackRock Advantage Global Institutional | |||
| GVEQX | 129.09 | -0.64 | -0.49% |
| Government Street Equity | |||
| CIBFX | 72.73 | -0.38 | -0.52% |
| American Funds Capital Income Bldr F1 | |||
| IVOYX | 18.71 | -0.20 | -1.06% |
| Delaware Ivy Mid Cap Income Opps Y | |||