Interact to see
Advertisement
Advertisement
KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$17.02
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets71.75M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
KESGX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KESGX vs. NAESX commentary
Dec 28, 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: 163B vs. KESGX (71.8M). NAESX pays higher dividends than KESGX: NAESX (1.21) vs KESGX (0.17). KESGX was incepted earlier than NAESX: KESGX (7 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 : 7.55 vs. KESGX (5.00). NAESX return over 5 years is better than : 36.08 vs. KESGX (29.86).
| KESGX | NAESX | KESGX / NAESX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | 6.575 | 9.616 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.8M | 163B | 0% |
| Annual Yield % from dividends | 0.17 | 1.21 | 14% |
| Returns for 1 year | 5.00 | 7.55 | 66% |
| Returns for 3 years | 36.82 | 45.02 | 82% |
| Returns for 5 years | 29.86 | 36.08 | 83% |
| Returns for 10 years | N/A | 141.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers