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AEGSX vs ESMSX
AEGSX vs ESMSX Comparison
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AEGSX vs ESMSX Comparison Chart in %
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AEGSX vs. ESMSX commentary
Aug 23, 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 Buy and ESMSX is a Hold.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 971M vs. ESMSX (167M). 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 : 13.54 vs. ESMSX (-13.06). AEGSX return over 5 years is better than : -2.41 vs. ESMSX (-4.67).
| 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 | 20.321 | 14.410 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 167M | 581% |
| Annual Yield % from dividends | 2.12 | 3.42 | 62% |
| Returns for 1 year | 13.54 | -13.06 | -104% |
| Returns for 3 years | 33.84 | 14.15 | 239% |
| Returns for 5 years | -2.41 | -4.67 | 52% |
| Returns for 10 years | N/A | N/A | - |
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