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AEGSX vs ESMAX
AEGSX vs ESMAX Comparison
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AEGSX vs ESMAX Comparison Chart in %
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AEGSX vs. ESMAX commentary
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 961M vs. ESMAX (161M). ESMAX pays higher dividends than AEGSX: ESMAX (3.15) 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 : 10.91 vs. ESMAX (-15.36). AEGSX return over 5 years is better than : -4.17 vs. ESMAX (-11.44).
| 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 | 19.473 | 11.005 | 177% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 961M | 161M | 597% |
| Annual Yield % from dividends | 2.12 | 3.15 | 67% |
| Returns for 1 year | 10.91 | -15.36 | -71% |
| Returns for 3 years | 33.02 | 10.40 | 317% |
| Returns for 5 years | -4.17 | -11.44 | 36% |
| Returns for 10 years | N/A | 35.95 | - |
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