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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$16.53
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets67.94M
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
KESGX vs VSMAX Comparison Chart in %
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KESGX vs. VSMAX commentary
Aug 10, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. KESGX (67.9M). VSMAX pays higher dividends than KESGX: VSMAX (1.37) vs KESGX (0.18). KESGX was incepted earlier than VSMAX: KESGX (6 years) vs VSMAX (25 years). KESGX (1.17) is less costly to investors than VSMAX (0.05). KESGX is a more actively managed with annual turnover of: 59.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than KESGX: VSMAX (3000) vs KESGX (5000). KESGX annual gain was more profitable for investors over the last year : 10.46 vs. VSMAX (9.49). KESGX (56.07) and VSMAX (54.40) have equivalent 5 years return.
| KESGX | VSMAX | KESGX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.569 | 0.090 | 3,951% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.9M | 154B | 0% |
| Annual Yield % from dividends | 0.18 | 1.37 | 13% |
| Returns for 1 year | 10.46 | 9.49 | 110% |
| Returns for 3 years | 24.22 | 24.07 | 101% |
| Returns for 5 years | 56.07 | 54.40 | 103% |
| Returns for 10 years | N/A | 109.39 | - |
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