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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
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$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
KESGX vs VSCIX Comparison Chart in %
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KESGX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. KESGX (69.4M). VSCIX pays higher dividends than KESGX: VSCIX (1.38) vs KESGX (0.18). KESGX was incepted earlier than VSCIX: KESGX (6 years) vs VSCIX (28 years). KESGX (1.17) is less costly to investors than VSCIX (0.04). KESGX is a more actively managed with annual turnover of: 59.00 vs. VSCIX (13.00). KESGX has a lower initial minimum investment than VSCIX: KESGX (5000) vs VSCIX (5000000). KESGX annual gain was more profitable for investors over the last year : 9.67 vs. VSCIX (9.18). KESGX (58.79) and VSCIX (57.74) have equivalent 5 years return.
| KESGX | VSCIX | KESGX / VSCIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 5.573 | 2.527 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 154B | 0% |
| Annual Yield % from dividends | 0.18 | 1.38 | 13% |
| Returns for 1 year | 9.67 | 9.18 | 105% |
| Returns for 3 years | 19.82 | 20.49 | 97% |
| Returns for 5 years | 58.79 | 57.74 | 102% |
| Returns for 10 years | N/A | 113.17 | - |
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