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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$15.58
Change-$0.29 (-1.83%)
VolumeN/A
Net Assets63.77M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
KESGX vs NAESX Comparison Chart
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KESGX vs. NAESX commentary
Jun 16, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. KESGX (63.8M). NAESX pays higher dividends than KESGX: NAESX (1.35) vs KESGX (0.19). 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). NAESX (5.19) and KESGX (5.17) have marching annual gain over last year. KESGX return over 5 years is better than : 67.03 vs. NAESX (63.19).
| KESGX | NAESX | KESGX / NAESX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -2.442 | -4.390 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8M | 148B | 0% |
| Annual Yield % from dividends | 0.19 | 1.35 | 14% |
| Returns for 1 year | 5.17 | 5.19 | 100% |
| Returns for 3 years | 28.95 | 31.28 | 93% |
| Returns for 5 years | 67.03 | 63.19 | 106% |
| Returns for 10 years | N/A | 92.88 | - |
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