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KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$17.06
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets70.47M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
KESGX vs NAESX Comparison Chart in %
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KESGX vs. NAESX commentary
Oct 19, 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: 162B vs. KESGX (70.5M). NAESX pays higher dividends than KESGX: NAESX (1.23) 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 : 4.92 vs. KESGX (3.39). NAESX (55.28) and KESGX (53.23) 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 | 6.825 | 5.577 | 122% |
| 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 | 1.23 | 14% |
| Returns for 1 year | 3.39 | 4.92 | 69% |
| Returns for 3 years | 39.82 | 41.91 | 95% |
| Returns for 5 years | 53.23 | 55.28 | 96% |
| Returns for 10 years | N/A | 130.16 | - |
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