Interact to see
Advertisement
Advertisement
KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$16.06
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets65.67M
Vanguard Small Cap Index Admiral Shares
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
KESGX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KESGX vs. VSMAX commentary
Jul 01, 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: 148B vs. KESGX (65.7M). VSMAX pays higher dividends than KESGX: VSMAX (1.48) vs KESGX (0.19). 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 (9.13) and KESGX (8.78) have marching annual gain over last year. KESGX (73.65) and VSMAX (71.35) 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 | 0.564 | -1.105 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 148B | 0% |
| Annual Yield % from dividends | 0.19 | 1.48 | 13% |
| Returns for 1 year | 8.78 | 9.13 | 96% |
| Returns for 3 years | 30.24 | 33.59 | 90% |
| Returns for 5 years | 73.65 | 71.35 | 103% |
| Returns for 10 years | N/A | 103.44 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers