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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$16.06
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets65.67M
Vanguard Small Cap Index I
Price$113.74
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
KESGX vs NAESX Comparison Chart in %
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KESGX vs. NAESX commentary
Jul 01, 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: 148B vs. KESGX (65.7M). NAESX pays higher dividends than KESGX: NAESX (1.35) vs KESGX (0.19). 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 (9.10) and KESGX (8.78) have marching annual gain over last year. KESGX (73.65) and NAESX (71.12) 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 | 0.564 | -1.139 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 148B | 0% |
| Annual Yield % from dividends | 0.19 | 1.35 | 14% |
| Returns for 1 year | 8.78 | 9.10 | 96% |
| Returns for 3 years | 30.24 | 33.44 | 90% |
| Returns for 5 years | 73.65 | 71.12 | 104% |
| Returns for 10 years | N/A | 102.90 | - |
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