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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$17.01
Change-$0.29 (-1.68%)
VolumeN/A
Net Assets70.51M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
KESGX vs NAESX Comparison Chart in %
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KESGX vs. NAESX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. KESGX (70.5M). NAESX pays higher dividends than KESGX: NAESX (1.22) 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). KESGX annual gain was more profitable for investors over the last year : 2.24 vs. NAESX (1.42). NAESX (48.22) and KESGX (46.38) 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 | 8.328 | 6.726 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.5M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.22 | 14% |
| Returns for 1 year | 2.24 | 1.42 | 158% |
| Returns for 3 years | 31.70 | 33.14 | 96% |
| Returns for 5 years | 46.38 | 48.22 | 96% |
| Returns for 10 years | N/A | 137.58 | - |
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