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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$16.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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KESGX vs NAESX Comparison Chart
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KESGX vs. NAESX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. KESGX (65.5M). 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 (28.41) and KESGX (28.01) have marching annual gain over last year. KESGX return over 5 years is better than : 67.02 vs. NAESX (59.36).
| 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 | 12.782 | 13.884 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 152B | 0% |
| Annual Yield % from dividends | 0.27 | 1.31 | 21% |
| Returns for 1 year | 28.01 | 28.41 | 99% |
| Returns for 3 years | 5.10 | 8.01 | 64% |
| Returns for 5 years | 67.02 | 59.36 | 113% |
| Returns for 10 years | N/A | 137.19 | - |
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