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KESGX vs VSCIX
KESGX vs VSCIX Comparison
Open Charts KESGX vs VSCIX
Kennedy Capital ESG SMID Cap I
Price$17.39
Change+$0.30 (+1.76%)
VolumeN/A
Net Assets70.76M
Vanguard Small Cap Index I
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
KESGX vs VSCIX Comparison Chart in %
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KESGX vs. VSCIX commentary
Sep 08, 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: 161B vs. KESGX (70.8M). VSCIX pays higher dividends than KESGX: VSCIX (1.32) 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 (13.65) and KESGX (13.33) have marching annual gain over last year. KESGX (68.44) and VSCIX (66.81) 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 | 8.954 | 6.537 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8M | 161B | 0% |
| Annual Yield % from dividends | 0.17 | 1.32 | 13% |
| Returns for 1 year | 13.33 | 13.65 | 98% |
| Returns for 3 years | 37.89 | 39.36 | 96% |
| Returns for 5 years | 68.44 | 66.81 | 102% |
| Returns for 10 years | N/A | 132.96 | - |
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