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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$14.38
Change-$0.93 (-6.07%)
VolumeN/A
Net Assets61.95M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
KESGX vs VSMAX Comparison Chart
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KESGX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. KESGX (61.9M). VSMAX pays higher dividends than KESGX: VSMAX (1.52) vs KESGX (0.20). KESGX was incepted earlier than VSMAX: KESGX (6 years) vs VSMAX (24 years). KESGX (1.28) is less costly to investors than VSMAX (0.05). KESGX is a more actively managed with annual turnover of: 58.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than KESGX: VSMAX (3000) vs KESGX (5000). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. KESGX (-0.09). VSMAX (115.95) and KESGX (113.99) have equivalent 5 years return.
| KESGX | VSMAX | KESGX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 1.28 | 0.05 | 2,560% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -4.133 | -5.824 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.9M | 153B | 0% |
| Annual Yield % from dividends | 0.20 | 1.52 | 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 | 91.10 | - |
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