KESGX
Price
$16.57
Change
+$0.11 (+0.67%)
Updated
Jul 3 closing price
Net Assets
67.78M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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KESGX vs NAESX

Header iconKESGX vs NAESX Comparison
Open Charts KESGX vs NAESXBanner chart's image
Kennedy Capital ESG SMID Cap I
Price$16.57
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets67.78M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
KESGX vs NAESX Comparison Chart in %
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KESGX vs. NAESX commentary
Jul 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 NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. KESGX (67.8M). NAESX pays higher dividends than KESGX: NAESX (1.28) vs KESGX (0.18). KESGX was incepted earlier than NAESX: KESGX (6 years) vs NAESX (65 years). KESGX (1.17) is less costly to investors than NAESX (0.17). KESGX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than KESGX: NAESX (3000) vs KESGX (5000). KESGX (12.54) and NAESX (12.22) have marching annual gain over last year. KESGX (72.68) and NAESX (69.32) have equivalent 5 years return.
KESGXNAESXKESGX / NAESX
Total Expense Ratio0.820.17482%
Annual Report Gross Expense Ratio1.170.17688%
Fund Existence6 years65 years-
Gain YTD3.7571.432262%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets67.8M148B0%
Annual Yield % from dividends0.181.2814%
Returns for 1 year12.5412.22103%
Returns for 3 years35.0337.8393%
Returns for 5 years72.6869.32105%
Returns for 10 yearsN/A108.83-
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