Interact to see
Advertisement
Advertisement
KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$17.39
Change+$0.30 (+1.76%)
VolumeN/A
Net Assets70.76M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
KESGX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KESGX vs. VSMAX commentary
Sep 08, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. KESGX (70.8M). VSMAX pays higher dividends than KESGX: VSMAX (1.31) vs KESGX (0.17). 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 (13.64) and KESGX (13.33) have marching annual gain over last year. KESGX (68.44) and VSMAX (66.80) 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 | 8.954 | 6.527 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.8M | 161B | 0% |
| Annual Yield % from dividends | 0.17 | 1.31 | 13% |
| Returns for 1 year | 13.33 | 13.64 | 98% |
| Returns for 3 years | 37.89 | 39.35 | 96% |
| Returns for 5 years | 68.44 | 66.80 | 102% |
| Returns for 10 years | N/A | 132.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement