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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
Jul 14, 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: 954M vs. ESMAX (171M). ESMAX pays higher dividends than AEGSX: ESMAX (2.99) vs AEGSX (2.17). 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 : 10.22 vs. ESMAX (-14.14). AEGSX return over 5 years is better than : -2.40 vs. ESMAX (-2.93).
| 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 | 17.232 | 16.108 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 171M | 558% |
| Annual Yield % from dividends | 2.17 | 2.99 | 73% |
| Returns for 1 year | 10.22 | -14.14 | -72% |
| Returns for 3 years | 23.14 | 8.50 | 272% |
| Returns for 5 years | -2.40 | -2.93 | 82% |
| Returns for 10 years | N/A | 52.05 | - |
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