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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$16.47
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets65.59M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
KESGX vs VSMAX Comparison Chart
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KESGX vs. VSMAX commentary
Jan 18, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. KESGX (65.6M). VSMAX pays higher dividends than KESGX: VSMAX (1.42) vs KESGX (0.27). KESGX was incepted earlier than VSMAX: KESGX (6 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 : 21.26 vs. KESGX (16.52). KESGX (49.26) and VSMAX (48.99) 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 | 6 years | 24 years | - |
| Gain YTD | 3.131 | 3.369 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 155B | 0% |
| Annual Yield % from dividends | 0.27 | 1.42 | 19% |
| Returns for 1 year | 16.52 | 21.26 | 78% |
| Returns for 3 years | 14.22 | 17.25 | 82% |
| Returns for 5 years | 49.26 | 48.99 | 101% |
| Returns for 10 years | N/A | 127.10 | - |