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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
Kennedy Capital ESG SMID Cap I
Price$16.47
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets65.59M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
KESGX vs VSCIX Comparison Chart
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KESGX vs. VSCIX commentary
Jan 18, 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: 155B vs. KESGX (65.6M). 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 : 21.27 vs. KESGX (16.52). KESGX (49.26) and VSCIX (49.01) 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 | 3.131 | 3.378 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 155B | 0% |
| Annual Yield % from dividends | 0.27 | 1.43 | 19% |
| Returns for 1 year | 16.52 | 21.27 | 78% |
| Returns for 3 years | 14.22 | 17.25 | 82% |
| Returns for 5 years | 49.26 | 49.01 | 101% |
| Returns for 10 years | N/A | 127.16 | - |
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