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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$17.12
Change+$0.20 (+1.18%)
VolumeN/A
Net Assets70.84M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
KESGX vs NAESX Comparison Chart in %
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KESGX vs. NAESX commentary
Sep 29, 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: 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 annual gain was more profitable for investors over the last year : 8.00 vs. KESGX (6.32). KESGX (72.18) and NAESX (71.48) 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 | 7.201 | 6.199 | 116% |
| 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 | 6.32 | 8.00 | 79% |
| Returns for 3 years | 46.65 | 50.66 | 92% |
| Returns for 5 years | 72.18 | 71.48 | 101% |
| Returns for 10 years | N/A | 148.14 | - |
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