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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
Kennedy Capital ESG SMID Cap I
Price$16.52
Change-$0.20 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
KESGX vs VSCIX Comparison Chart
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KESGX vs. VSCIX commentary
Dec 18, 2024
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: 167B vs. KESGX (66M). VSCIX pays higher dividends than KESGX: VSCIX (1.43) vs KESGX (0.27). KESGX was incepted earlier than VSCIX: KESGX (5 years) vs VSCIX (27 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 : 19.59 vs. KESGX (15.24). KESGX (54.01) and VSCIX (53.99) 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 | 5 years | 27 years | - |
| Gain YTD | 13.117 | 18.051 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66M | 167B | 0% |
| Annual Yield % from dividends | 0.27 | 1.43 | 19% |
| Returns for 1 year | 15.24 | 19.59 | 78% |
| Returns for 3 years | 12.40 | 15.81 | 78% |
| Returns for 5 years | 54.01 | 53.99 | 100% |
| Returns for 10 years | N/A | 125.06 | - |
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