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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$17.25
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets71.32M
Vanguard Small Cap Index Admiral Shares
Price$122.54
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
KESGX vs VSMAX Comparison Chart in %
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KESGX vs. VSMAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. KESGX (71.3M). VSMAX pays higher dividends than KESGX: VSMAX (1.31) vs KESGX (0.17). 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). VSMAX annual gain was more profitable for investors over the last year : 11.12 vs. KESGX (10.19). KESGX (66.86) and VSMAX (65.41) 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 | 8.140 | 6.475 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.3M | 161B | 0% |
| Annual Yield % from dividends | 0.17 | 1.31 | 13% |
| Returns for 1 year | 10.19 | 11.12 | 92% |
| Returns for 3 years | 36.96 | 38.97 | 95% |
| Returns for 5 years | 66.86 | 65.41 | 102% |
| Returns for 10 years | N/A | 133.00 | - |
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