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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$17.85
Change+$0.76 (+4.45%)
VolumeN/A
Net Assets75.42M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
KESGX vs VSMAX Comparison Chart in %
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KESGX vs. VSMAX commentary
Feb 05, 2026
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. KESGX (75.4M). VSMAX pays higher dividends than KESGX: VSMAX (1.27) vs KESGX (0.25). KESGX was incepted earlier than VSMAX: KESGX (7 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 annual gain was more profitable for investors over the last year : 10.71 vs. KESGX (9.65). VSMAX return over 5 years is better than : 31.93 vs. KESGX (27.09).
| 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 | 7 years | 25 years | - |
| Gain YTD | 7.207 | 5.535 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.4M | 162B | 0% |
| Annual Yield % from dividends | 0.25 | 1.27 | 19% |
| Returns for 1 year | 9.65 | 10.71 | 90% |
| Returns for 3 years | 26.73 | 33.11 | 81% |
| Returns for 5 years | 27.09 | 31.93 | 85% |
| Returns for 10 years | N/A | 186.87 | - |
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