KESGX
Price
$16.81
Change
+$0.15 (+0.90%)
Updated
Jul 25 closing price
Net Assets
68.56M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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KESGX vs VSMAX

Header iconKESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAXBanner chart's image
Kennedy Capital ESG SMID Cap I
Price$16.81
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets68.56M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
KESGX vs VSMAX Comparison Chart in %
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VS
KESGX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. KESGX (68.6M). VSMAX pays higher dividends than KESGX: VSMAX (1.40) vs KESGX (0.18). 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). KESGX annual gain was more profitable for investors over the last year : 9.21 vs. VSMAX (8.49). KESGX (68.56) and VSMAX (66.87) have equivalent 5 years return.
KESGXVSMAXKESGX / VSMAX
Total Expense Ratio0.820.051,640%
Annual Report Gross Expense Ratio1.170.052,340%
Fund Existence6 years25 years-
Gain YTD5.2602.804188%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets68.6M153B0%
Annual Yield % from dividends0.181.4013%
Returns for 1 year9.218.49108%
Returns for 3 years31.4534.2792%
Returns for 5 years68.5666.87103%
Returns for 10 yearsN/A115.21-
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