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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
Kennedy Capital ESG SMID Cap I
Price$16.06
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets65.67M
Vanguard Small Cap Index I
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
KESGX vs VSCIX Comparison Chart in %
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KESGX vs. VSCIX commentary
Jul 01, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. KESGX (65.7M). 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). VSCIX (9.13) and KESGX (8.78) have marching annual gain over last year. KESGX (73.65) and VSCIX (71.40) have equivalent 5 years return.
| 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 | 0.564 | -1.096 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 148B | 0% |
| Annual Yield % from dividends | 0.19 | 1.49 | 13% |
| Returns for 1 year | 8.78 | 9.13 | 96% |
| Returns for 3 years | 30.24 | 33.59 | 90% |
| Returns for 5 years | 73.65 | 71.40 | 103% |
| Returns for 10 years | N/A | 103.49 | - |
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