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AEGSX vs ESMYX
AEGSX vs ESMYX Comparison
Open Charts AEGSX vs ESMYX
AEGSX vs ESMYX Comparison Chart in %
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AEGSX vs. ESMYX 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 ESMYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGSX has more cash in the bank: 967M vs. ESMYX (177M). ESMYX pays higher dividends than AEGSX: ESMYX (3.26) vs AEGSX (2.17). AEGSX was incepted earlier than ESMYX: AEGSX (9 years) vs ESMYX (18 years). ESMYX (1.19) is less costly to investors than AEGSX (0.97). ESMYX is a more actively managed with annual turnover of: 147.00 vs. AEGSX (120.00). ESMYX has a lower initial minimum investment than AEGSX: ESMYX (1000) vs AEGSX (1000000). AEGSX annual gain was more profitable for investors over the last year : 12.97 vs. ESMYX (-9.49). ESMYX return over 5 years is better than : 2.06 vs. AEGSX (-1.69).
| AEGSX | ESMYX | AEGSX / ESMYX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.97 | 1.19 | 82% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 17.686 | 19.319 | 92% |
| 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 | 3.26 | 67% |
| Returns for 1 year | 12.97 | -9.49 | -137% |
| Returns for 3 years | 29.02 | 17.42 | 167% |
| Returns for 5 years | -1.69 | 2.06 | -82% |
| Returns for 10 years | N/A | 62.08 | - |
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