Interact to see
Advertisement
Advertisement
KESGX vs VRTIX
KESGX vs VRTIX Comparison
Open Charts KESGX vs VRTIX
Kennedy Capital ESG SMID Cap I
Price$17.27
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets71.45M
Vanguard Russell 2000 Index I
Price$381.74
Change+$1.56 (+0.41%)
VolumeN/A
Net Assets13.58B
KESGX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KESGX vs. VRTIX 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. KESGX (71.5M). VRTIX pays higher dividends than KESGX: VRTIX (1.20) vs KESGX (0.17). KESGX was incepted earlier than VRTIX: KESGX (6 years) vs VRTIX (15 years). KESGX (1.17) is less costly to investors than VRTIX (0.07). KESGX is a more actively managed with annual turnover of: 59.00 vs. VRTIX (12.00). KESGX has a lower initial minimum investment than VRTIX: KESGX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 12.33 vs. KESGX (7.71). KESGX return over 5 years is better than : 60.00 vs. VRTIX (56.39).
| KESGX | VRTIX | KESGX / VRTIX | |
| Total Expense Ratio | 0.82 | 0.07 | 1,171% |
| Annual Report Gross Expense Ratio | 1.17 | 0.07 | 1,671% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 8.266 | 11.417 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.5M | 13.6B | 1% |
| Annual Yield % from dividends | 0.17 | 1.20 | 14% |
| Returns for 1 year | 7.71 | 12.33 | 63% |
| Returns for 3 years | 44.41 | 47.38 | 94% |
| Returns for 5 years | 60.00 | 56.39 | 106% |
| Returns for 10 years | N/A | 122.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EEMX | 42.67 | 0.10 | +0.24% |
| SPDR® MSCI Em Mkts Fssl Ful Free RsrvETF | |||
| FINS | 13.14 | 0.02 | +0.15% |
| Angel Oak Financial Strategies Income Term Trust | |||
| IVRS | 42.71 | N/A | N/A |
| iShares Future Metaverse Tec And Com ETF | |||
| BGJTF | 9.92 | N/A | N/A |
| Baillie Gifford Japan Trust Plc. (The) | |||
| FALN | 27.67 | -0.01 | -0.05% |
| iShares Fallen Angels USD Bond ETF | |||