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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
Kennedy Capital ESG SMID Cap I
Price$14.38
Change-$0.93 (-6.07%)
VolumeN/A
Net Assets61.95M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
KESGX vs VSCIX Comparison Chart
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KESGX vs. VSCIX commentary
Apr 05, 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: 153B vs. KESGX (61.9M). VSCIX pays higher dividends than KESGX: VSCIX (1.53) vs KESGX (0.20). KESGX was incepted earlier than VSCIX: KESGX (6 years) vs VSCIX (28 years). KESGX (1.28) is less costly to investors than VSCIX (0.04). 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 : 1.20 vs. KESGX (-0.09). VSCIX (115.95) and KESGX (113.99) have equivalent 5 years return.
| KESGX | VSCIX | KESGX / VSCIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 1.28 | 0.04 | 3,200% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | -4.133 | -5.824 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 153B | 0% |
| Annual Yield % from dividends | 0.20 | 1.53 | 13% |
| Returns for 1 year | -0.09 | 1.20 | -7% |
| Returns for 3 years | 6.99 | 6.53 | 107% |
| Returns for 5 years | 113.99 | 115.95 | 98% |
| Returns for 10 years | N/A | 91.16 | - |
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