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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
Kennedy Capital ESG SMID Cap I
Price$15.94
Change-$0.35 (-2.15%)
VolumeN/A
Net Assets63.67M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
KESGX vs VSCIX Comparison Chart
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KESGX vs. VSCIX commentary
Feb 23, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. KESGX (63.7M). VSCIX pays higher dividends than KESGX: VSCIX (1.43) vs KESGX (0.27). KESGX was incepted earlier than VSCIX: KESGX (6 years) vs VSCIX (28 years). KESGX is a more actively managed with annual turnover of: 58.00 vs. VSCIX (12.00). KESGX has a lower initial minimum investment than VSCIX: KESGX (5000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 14.26 vs. KESGX (8.86). KESGX (48.97) and VSCIX (48.39) have equivalent 5 years return.
| KESGX | VSCIX | KESGX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 2.004 | 2.397 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.7M | 161B | 0% |
| Annual Yield % from dividends | 0.27 | 1.43 | 19% |
| Returns for 1 year | 8.86 | 14.26 | 62% |
| Returns for 3 years | 19.40 | 22.08 | 88% |
| Returns for 5 years | 48.97 | 48.39 | 101% |
| Returns for 10 years | N/A | 111.39 | - |
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