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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$17.27
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets71.45M
Vanguard Small Cap Index Admiral Shares
Price$123.74
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
KESGX vs VSMAX Comparison Chart in %
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KESGX vs. VSMAX commentary
Oct 07, 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: 162B vs. KESGX (71.5M). VSMAX pays higher dividends than KESGX: VSMAX (1.34) 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 : 9.34 vs. KESGX (7.71). VSMAX (60.78) and KESGX (60.00) 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 | 8.266 | 7.523 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.5M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.34 | 13% |
| Returns for 1 year | 7.71 | 9.34 | 83% |
| Returns for 3 years | 44.41 | 48.42 | 92% |
| Returns for 5 years | 60.00 | 60.78 | 99% |
| Returns for 10 years | N/A | 134.04 | - |
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