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KESGX vs VSMAX
KESGX vs VSMAX Comparison
Open Charts KESGX vs VSMAX
Kennedy Capital ESG SMID Cap I
Price$16.57
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets67.78M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
KESGX vs VSMAX Comparison Chart in %
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KESGX vs. VSMAX commentary
Jul 07, 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: 148B vs. KESGX (67.8M). 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 (12.54) and VSMAX (12.25) have marching annual gain over last year. KESGX (72.68) and VSMAX (69.54) 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 | 3.757 | 1.447 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.8M | 148B | 0% |
| Annual Yield % from dividends | 0.18 | 1.40 | 13% |
| Returns for 1 year | 12.54 | 12.25 | 102% |
| Returns for 3 years | 35.03 | 37.95 | 92% |
| Returns for 5 years | 72.68 | 69.54 | 105% |
| Returns for 10 years | N/A | 109.34 | - |
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