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AEGSX vs ESMSX
AEGSX vs ESMSX Comparison
Open Charts AEGSX vs ESMSX
AEGSX vs ESMSX Comparison Chart in %
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AEGSX vs. ESMSX 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 ESMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 950M vs. ESMSX (164M). ESMSX pays higher dividends than AEGSX: ESMSX (3.42) vs AEGSX (2.12). AEGSX was incepted earlier than ESMSX: AEGSX (9 years) vs ESMSX (9 years). ESMSX (1.10) is less costly to investors than AEGSX (0.97). ESMSX is a more actively managed with annual turnover of: 147.00 vs. AEGSX (120.00). AEGSX (1000000) and ESMSX (1000000) have matching initial minimum investment requirements. AEGSX annual gain was more profitable for investors over the last year : 17.20 vs. ESMSX (-14.14). AEGSX return over 5 years is better than : -2.19 vs. ESMSX (-5.12).
| AEGSX | ESMSX | AEGSX / ESMSX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.97 | 1.10 | 88% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 19.352 | 12.272 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 950M | 164M | 579% |
| Annual Yield % from dividends | 2.12 | 3.42 | 62% |
| Returns for 1 year | 17.20 | -14.14 | -122% |
| Returns for 3 years | 26.93 | 8.14 | 331% |
| Returns for 5 years | -2.19 | -5.12 | 43% |
| Returns for 10 years | N/A | N/A | - |
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