Interact to see
Advertisement
Advertisement
KESGX vs NAESX
KESGX vs NAESX Comparison
Open Charts KESGX vs NAESX
Kennedy Capital ESG SMID Cap I
Price$16.86
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets69.37M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
KESGX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KESGX vs. NAESX commentary
Aug 18, 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: 154B vs. KESGX (69.4M). NAESX pays higher dividends than KESGX: NAESX (1.25) vs KESGX (0.18). 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 : 9.67 vs. NAESX (9.15). KESGX (58.79) and NAESX (57.53) 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 | 5.573 | 2.494 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 154B | 0% |
| Annual Yield % from dividends | 0.18 | 1.25 | 14% |
| Returns for 1 year | 9.67 | 9.15 | 106% |
| Returns for 3 years | 19.82 | 20.39 | 97% |
| Returns for 5 years | 58.79 | 57.53 | 102% |
| Returns for 10 years | N/A | 112.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement