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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$14.63
Change+$0.30 (+2.09%)
VolumeN/A
Net Assets58.18M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
KESGX vs NAESX Comparison Chart
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KESGX vs. NAESX commentary
Apr 25, 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: 143B vs. KESGX (58.2M). 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 : -2.36 vs. KESGX (-3.01). KESGX (73.57) and NAESX (71.57) 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 | -10.269 | -12.247 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2M | 143B | 0% |
| Annual Yield % from dividends | 0.20 | 1.39 | 14% |
| Returns for 1 year | -3.01 | -2.36 | 127% |
| Returns for 3 years | 4.35 | 4.67 | 93% |
| Returns for 5 years | 73.57 | 71.57 | 103% |
| Returns for 10 years | N/A | 78.60 | - |