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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$16.81
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets68.56M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
KESGX vs NAESX Comparison Chart in %
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KESGX vs. NAESX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. KESGX (68.6M). 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 annual gain was more profitable for investors over the last year : 9.21 vs. NAESX (8.46). KESGX (68.56) and NAESX (66.66) have equivalent 5 years return.
| 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 | 5.260 | 2.781 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6M | 153B | 0% |
| Annual Yield % from dividends | 0.18 | 1.28 | 14% |
| Returns for 1 year | 9.21 | 8.46 | 109% |
| Returns for 3 years | 31.45 | 34.15 | 92% |
| Returns for 5 years | 68.56 | 66.66 | 103% |
| Returns for 10 years | N/A | 114.71 | - |
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