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KESGX vs VSCPX
KESGX vs VSCPX Comparison
Open Charts KESGX vs VSCPX
Kennedy Capital ESG SMID Cap I
Price$16.81
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets68.56M
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
KESGX vs VSCPX Comparison Chart in %
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KESGX vs. VSCPX commentary
Jul 27, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. KESGX (68.6M). VSCPX pays higher dividends than KESGX: VSCPX (1.42) vs KESGX (0.18). KESGX was incepted earlier than VSCPX: KESGX (6 years) vs VSCPX (15 years). KESGX (1.17) is less costly to investors than VSCPX (0.03). KESGX is a more actively managed with annual turnover of: 59.00 vs. VSCPX (13.00). KESGX has a lower initial minimum investment than VSCPX: KESGX (5000) vs VSCPX (100000000). KESGX annual gain was more profitable for investors over the last year : 9.21 vs. VSCPX (8.49). KESGX (68.56) and VSCPX (66.90) have equivalent 5 years return.
| KESGX | VSCPX | KESGX / VSCPX | |
| Total Expense Ratio | 0.82 | 0.03 | 2,733% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 3,900% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 5.260 | 2.808 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6M | 153B | 0% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 9.21 | 8.49 | 108% |
| Returns for 3 years | 31.45 | 34.28 | 92% |
| Returns for 5 years | 68.56 | 66.90 | 102% |
| Returns for 10 years | N/A | 115.31 | - |
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