Interact to see
Advertisement
Advertisement
AEGSX vs ESMAX
AEGSX vs ESMAX Comparison
Open Charts AEGSX vs ESMAX
AEGSX vs ESMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGSX vs. ESMAX commentary
Aug 03, 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 AEGSX is a Hold and ESMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 950M vs. ESMAX (164M). ESMAX pays higher dividends than AEGSX: ESMAX (3.16) vs AEGSX (2.12). AEGSX was incepted earlier than ESMAX: AEGSX (9 years) vs ESMAX (26 years). ESMAX (1.44) is less costly to investors than AEGSX (0.97). ESMAX is a more actively managed with annual turnover of: 147.00 vs. AEGSX (120.00). ESMAX has a lower initial minimum investment than AEGSX: ESMAX (1000) vs AEGSX (1000000). AEGSX annual gain was more profitable for investors over the last year : 17.20 vs. ESMAX (-14.44). AEGSX return over 5 years is better than : -2.19 vs. ESMAX (-6.87).
| AEGSX | ESMAX | AEGSX / ESMAX | |
| Total Expense Ratio | 0.86 | 1.25 | 69% |
| Annual Report Gross Expense Ratio | 0.97 | 1.44 | 67% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 19.352 | 12.201 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 164M | 579% |
| Annual Yield % from dividends | 2.12 | 3.16 | 67% |
| Returns for 1 year | 17.20 | -14.44 | -119% |
| Returns for 3 years | 26.93 | 6.88 | 391% |
| Returns for 5 years | -2.19 | -6.87 | 32% |
| Returns for 10 years | N/A | 41.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GXXIX | 14.42 | 0.14 | +0.98% |
| abrdn US Sustainable Leaders InstlSvc | |||
| HSVRX | 54.68 | 0.40 | +0.74% |
| Harbor Small Cap Value Admin | |||
| TRZPX | 26.96 | -0.20 | -0.74% |
| T. Rowe Price European Stock Z | |||
| PREQX | 6.98 | -0.07 | -0.99% |
| PACE Global Real Estate Securities P | |||
| PRHSX | 89.67 | -1.08 | -1.19% |
| T. Rowe Price Health Sciences | |||