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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$16.52
Change-$0.20 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
KESGX vs VSMAX Comparison Chart
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KESGX vs. VSMAX commentary
Dec 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. KESGX (66M). 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 annual gain was more profitable for investors over the last year : 19.58 vs. KESGX (15.24). KESGX (54.01) and VSMAX (53.97) have equivalent 5 years return.
| 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 | 13.117 | 18.049 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66M | 167B | 0% |
| Annual Yield % from dividends | 0.27 | 1.42 | 19% |
| Returns for 1 year | 15.24 | 19.58 | 78% |
| Returns for 3 years | 12.40 | 15.80 | 78% |
| Returns for 5 years | 54.01 | 53.97 | 100% |
| Returns for 10 years | N/A | 125.00 | - |
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