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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
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 ESMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 967M vs. ESMSX (177M). ESMSX pays higher dividends than AEGSX: ESMSX (3.32) vs AEGSX (2.17). 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 : 12.97 vs. ESMSX (-9.49). ESMSX return over 5 years is better than : 2.52 vs. AEGSX (-1.69).
| 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 | 17.686 | 19.319 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 177M | 546% |
| Annual Yield % from dividends | 2.17 | 3.32 | 66% |
| Returns for 1 year | 12.97 | -9.49 | -137% |
| Returns for 3 years | 29.02 | 17.67 | 164% |
| Returns for 5 years | -1.69 | 2.52 | -67% |
| Returns for 10 years | N/A | N/A | - |
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