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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$15.14
Change-$0.24 (-1.56%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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VS
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KESGX vs VSMAX Comparison Chart
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KESGX vs. VSMAX commentary
Sep 08, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. KESGX (61M). VSMAX pays higher dividends than KESGX: VSMAX (1.42) vs KESGX (0.27). KESGX was incepted earlier than VSMAX: KESGX (5 years) vs VSMAX (24 years). 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 (14.27) and KESGX (13.86) have marching annual gain over last year. KESGX return over 5 years is better than : 60.18 vs. VSMAX (48.98).
| KESGX | VSMAX | KESGX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 5.126 | 5.987 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61M | 149B | 0% |
| Annual Yield % from dividends | 0.27 | 1.42 | 19% |
| Returns for 1 year | 13.86 | 14.27 | 97% |
| Returns for 3 years | -2.96 | -0.35 | 841% |
| Returns for 5 years | 60.18 | 48.98 | 123% |
| Returns for 10 years | N/A | 103.49 | - |
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