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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$15.58
Change-$0.29 (-1.83%)
VolumeN/A
Net Assets63.77M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
KESGX vs VSMAX Comparison Chart
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KESGX vs. VSMAX commentary
Jun 16, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. KESGX (63.8M). VSMAX pays higher dividends than KESGX: VSMAX (1.48) vs KESGX (0.19). KESGX was incepted earlier than VSMAX: KESGX (6 years) vs VSMAX (25 years). KESGX (1.17) is less costly to investors than VSMAX (0.05). KESGX is a more actively managed with annual turnover of: 59.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than KESGX: VSMAX (3000) vs KESGX (5000). VSMAX (5.22) and KESGX (5.17) have marching annual gain over last year. KESGX return over 5 years is better than : 67.03 vs. VSMAX (63.38).
| KESGX | VSMAX | KESGX / VSMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -2.442 | -4.364 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8M | 148B | 0% |
| Annual Yield % from dividends | 0.19 | 1.48 | 13% |
| Returns for 1 year | 5.17 | 5.22 | 99% |
| Returns for 3 years | 28.95 | 31.37 | 92% |
| Returns for 5 years | 67.03 | 63.38 | 106% |
| Returns for 10 years | N/A | 93.38 | - |
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