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KESGX vs VSCPX
KESGX vs VSCPX Comparison
Open Charts KESGX vs VSCPX
Kennedy Capital ESG SMID Cap I
Price$16.61
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets67.53M
Vanguard Small Cap Index InstlPlus
Price$339.75
Change+$0.05 (+0.01%)
VolumeN/A
Net Assets161.58B
KESGX vs VSCPX Comparison Chart in %
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KESGX vs. VSCPX commentary
Nov 20, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. KESGX (67.5M). VSCPX pays higher dividends than KESGX: VSCPX (1.36) vs KESGX (0.17). KESGX was incepted earlier than VSCPX: KESGX (6 years) vs VSCPX (15 years). KESGX (1.17) is less costly to investors than VSCPX (0.03). KESGX is a more actively managed with annual turnover of: 59.00 vs. VSCPX (13.00). KESGX has a lower initial minimum investment than VSCPX: KESGX (5000) vs VSCPX (100000000). KESGX annual gain was more profitable for investors over the last year : 0.60 vs. VSCPX (-0.83). VSCPX (39.50) and KESGX (38.43) have equivalent 5 years return.
| KESGX | VSCPX | KESGX / VSCPX | |
| Total Expense Ratio | 0.82 | 0.03 | 2,733% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 3,900% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 3.820 | 2.452 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.5M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.36 | 13% |
| Returns for 1 year | 0.60 | -0.83 | -73% |
| Returns for 3 years | 28.65 | 30.12 | 95% |
| Returns for 5 years | 38.43 | 39.50 | 97% |
| Returns for 10 years | N/A | 122.82 | - |