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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
Jun 24, 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: 967M vs. ESMCX (177M). ESMCX pays higher dividends than AEGSX: ESMCX (2.73) vs AEGSX (2.17). 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 : 12.97 vs. ESMCX (-13.22). AEGSX return over 5 years is better than : -1.69 vs. ESMCX (-7.13).
| 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 | 17.686 | 18.705 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 177M | 546% |
| Annual Yield % from dividends | 2.17 | 2.73 | 80% |
| Returns for 1 year | 12.97 | -13.22 | -98% |
| Returns for 3 years | 29.02 | 9.83 | 295% |
| Returns for 5 years | -1.69 | -7.13 | 24% |
| Returns for 10 years | N/A | 41.65 | - |
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