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AEGSX vs ESMCX
AEGSX vs ESMCX Comparison
Open Charts AEGSX vs ESMCX
AEGSX vs ESMCX Comparison Chart in %
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AEGSX vs. ESMCX 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 ESMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 950M vs. ESMCX (164M). ESMCX pays higher dividends than AEGSX: ESMCX (2.81) vs AEGSX (2.12). AEGSX was incepted earlier than ESMCX: AEGSX (9 years) vs ESMCX (26 years). ESMCX (2.19) is less costly to investors than AEGSX (0.97). ESMCX is a more actively managed with annual turnover of: 147.00 vs. AEGSX (120.00). ESMCX has a lower initial minimum investment than AEGSX: ESMCX (1000) vs AEGSX (1000000). AEGSX annual gain was more profitable for investors over the last year : 17.20 vs. ESMCX (-17.62). AEGSX return over 5 years is better than : -2.19 vs. ESMCX (-14.00).
| AEGSX | ESMCX | AEGSX / ESMCX | |
| Total Expense Ratio | 0.86 | 2.00 | 43% |
| Annual Report Gross Expense Ratio | 0.97 | 2.19 | 44% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 19.352 | 11.601 | 167% |
| Front Load | N/A | N/A | - |
| 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 | 2.81 | 75% |
| Returns for 1 year | 17.20 | -17.62 | -98% |
| Returns for 3 years | 26.93 | 0.93 | 2,896% |
| Returns for 5 years | -2.19 | -14.00 | 16% |
| Returns for 10 years | N/A | 26.07 | - |
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