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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$14.63
Change+$0.30 (+2.09%)
VolumeN/A
Net Assets58.18M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
KESGX vs VSMAX Comparison Chart
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KESGX vs. VSMAX commentary
Apr 25, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. KESGX (58.2M). 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 : -2.34 vs. KESGX (-3.01). KESGX (73.57) and VSMAX (71.79) 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 | -10.269 | -12.239 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.2M | 143B | 0% |
| Annual Yield % from dividends | 0.20 | 1.52 | 13% |
| Returns for 1 year | -3.01 | -2.34 | 128% |
| Returns for 3 years | 4.35 | 4.74 | 92% |
| Returns for 5 years | 73.57 | 71.79 | 102% |
| Returns for 10 years | N/A | 79.09 | - |
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