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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
Kennedy Capital ESG SMID Cap I
Price$15.68
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets64M
Vanguard Small Cap Index I
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
KESGX vs VSCIX Comparison Chart
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KESGX vs. VSCIX commentary
Jun 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. KESGX (64M). VSCIX pays higher dividends than KESGX: VSCIX (1.49) vs KESGX (0.19). KESGX was incepted earlier than VSCIX: KESGX (6 years) vs VSCIX (28 years). KESGX (1.17) is less costly to investors than VSCIX (0.04). KESGX is a more actively managed with annual turnover of: 59.00 vs. VSCIX (13.00). KESGX has a lower initial minimum investment than VSCIX: KESGX (5000) vs VSCIX (5000000). KESGX annual gain was more profitable for investors over the last year : 5.41 vs. VSCIX (4.90). KESGX return over 5 years is better than : 56.39 vs. VSCIX (52.64).
| KESGX | VSCIX | KESGX / VSCIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | -1.565 | -3.903 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64M | 148B | 0% |
| Annual Yield % from dividends | 0.19 | 1.49 | 13% |
| Returns for 1 year | 5.41 | 4.90 | 110% |
| Returns for 3 years | 17.01 | 18.35 | 93% |
| Returns for 5 years | 56.39 | 52.64 | 107% |
| Returns for 10 years | N/A | 96.43 | - |
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