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KESGX vs VRTIX
KESGX vs VRTIX Comparison
Open Charts KESGX vs VRTIX
Kennedy Capital ESG SMID Cap I
Price$17.06
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets70.47M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
KESGX vs VRTIX Comparison Chart in %
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KESGX vs. VRTIX 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. KESGX (70.5M). VRTIX pays higher dividends than KESGX: VRTIX (1.20) vs KESGX (0.17). KESGX was incepted earlier than VRTIX: KESGX (6 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 (12.00). 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 : 7.92 vs. KESGX (3.39). KESGX (53.23) and VRTIX (52.70) have equivalent 5 years return.
| 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 | 6 years | 15 years | - |
| Gain YTD | 6.825 | 10.362 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.5M | 13.6B | 1% |
| Annual Yield % from dividends | 0.17 | 1.20 | 14% |
| Returns for 1 year | 3.39 | 7.92 | 43% |
| Returns for 3 years | 39.82 | 41.48 | 96% |
| Returns for 5 years | 53.23 | 52.70 | 101% |
| Returns for 10 years | N/A | 120.39 | - |
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