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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$17.39
Change+$0.30 (+1.76%)
VolumeN/A
Net Assets70.76M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
KESGX vs NAESX Comparison Chart in %
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KESGX vs. NAESX commentary
Sep 08, 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 NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. KESGX (70.8M). NAESX pays higher dividends than KESGX: NAESX (1.20) vs KESGX (0.17). 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 (13.62) and KESGX (13.33) have marching annual gain over last year. KESGX (68.44) and NAESX (66.60) 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 | 8.954 | 6.494 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8M | 161B | 0% |
| Annual Yield % from dividends | 0.17 | 1.20 | 14% |
| Returns for 1 year | 13.33 | 13.62 | 98% |
| Returns for 3 years | 37.89 | 39.23 | 97% |
| Returns for 5 years | 68.44 | 66.60 | 103% |
| Returns for 10 years | N/A | 132.36 | - |
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