Interact to see
Advertisement
Advertisement
KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
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 %
Loading...
View a ticker or compare two or three
VS
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.
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.
| 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 | 5.260 | 2.804 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6M | 153B | 0% |
| Annual Yield % from dividends | 0.18 | 1.40 | 13% |
| Returns for 1 year | 9.21 | 8.49 | 108% |
| Returns for 3 years | 31.45 | 34.27 | 92% |
| Returns for 5 years | 68.56 | 66.87 | 103% |
| Returns for 10 years | N/A | 115.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement