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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
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$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
KESGX vs VSCIX Comparison Chart in %
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KESGX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. KESGX (70.5M). VSCIX pays higher dividends than KESGX: VSCIX (1.35) vs KESGX (0.17). 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). VSCIX annual gain was more profitable for investors over the last year : 4.95 vs. KESGX (3.39). VSCIX (55.48) and KESGX (53.23) 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 | 6.825 | 5.610 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.5M | 162B | 0% |
| Annual Yield % from dividends | 0.17 | 1.35 | 13% |
| Returns for 1 year | 3.39 | 4.95 | 68% |
| Returns for 3 years | 39.82 | 42.04 | 95% |
| Returns for 5 years | 53.23 | 55.48 | 96% |
| Returns for 10 years | N/A | 130.92 | - |
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