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KESGX vs VRTIX
KESGX vs VRTIX Comparison
Open Charts KESGX vs VRTIX
Kennedy Capital ESG SMID Cap I
Price$17.85
Change+$0.76 (+4.45%)
VolumeN/A
Net Assets75.42M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
KESGX vs VRTIX Comparison Chart in %
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KESGX vs. VRTIX commentary
Feb 05, 2026
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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. KESGX (75.4M). VRTIX pays higher dividends than KESGX: VRTIX (1.19) vs KESGX (0.25). KESGX was incepted earlier than VRTIX: KESGX (7 years) vs VRTIX (15 years). KESGX (1.17) is less costly to investors than VRTIX (0.07). KESGX is a more actively managed with annual turnover of: 59.00 vs. VRTIX (14.00). KESGX has a lower initial minimum investment than VRTIX: KESGX (5000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. KESGX (9.65). KESGX return over 5 years is better than : 27.09 vs. VRTIX (22.38).
| KESGX | VRTIX | KESGX / VRTIX | |
| Total Expense Ratio | 0.82 | 0.07 | 1,171% |
| Annual Report Gross Expense Ratio | 1.17 | 0.07 | 1,671% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 7.207 | 6.757 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.4M | 14.3B | 1% |
| Annual Yield % from dividends | 0.25 | 1.19 | 21% |
| Returns for 1 year | 9.65 | 17.71 | 55% |
| Returns for 3 years | 26.73 | 35.16 | 76% |
| Returns for 5 years | 27.09 | 22.38 | 121% |
| Returns for 10 years | N/A | 180.76 | - |
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