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KESGX vs VSCPX
KESGX vs VSCPX Comparison
Open Charts KESGX vs VSCPX
Kennedy Capital ESG SMID Cap I
Price$16.86
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets69.37M
Vanguard Small Cap Index InstlPlus
Price$340.19
Change-$1.26 (-0.37%)
VolumeN/A
Net Assets154.18B
KESGX vs VSCPX Comparison Chart in %
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KESGX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. KESGX (69.4M). VSCPX pays higher dividends than KESGX: VSCPX (1.39) 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 : 9.67 vs. VSCPX (9.18). KESGX (58.79) and VSCPX (57.76) 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 | 5.573 | 2.528 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 154B | 0% |
| Annual Yield % from dividends | 0.18 | 1.39 | 13% |
| Returns for 1 year | 9.67 | 9.18 | 105% |
| Returns for 3 years | 19.82 | 20.50 | 97% |
| Returns for 5 years | 58.79 | 57.76 | 102% |
| Returns for 10 years | N/A | 113.19 | - |
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