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AEGFX vs CSIRX
AEGFX vs CSIRX Comparison
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AEGFX vs CSIRX Comparison Chart in %
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AEGFX vs. CSIRX commentary
Jun 18, 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 AEGFX is a Hold and CSIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. CSIRX (202M). CSIRX pays higher dividends than AEGFX: CSIRX (6.68) vs AEGFX (2.47). AEGFX was incepted earlier than CSIRX: AEGFX (25 years) vs CSIRX (14 years). CSIRX (1.02) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. CSIRX (21.00). AEGFX has a lower initial minimum investment than CSIRX: AEGFX (250) vs CSIRX (1000000). CSIRX annual gain was more profitable for investors over the last year : 16.42 vs. AEGFX (12.13). AEGFX return over 5 years is better than : -2.29 vs. CSIRX (-2.99).
| AEGFX | CSIRX | AEGFX / CSIRX | |
| Total Expense Ratio | 0.86 | 0.67 | 128% |
| Annual Report Gross Expense Ratio | 0.86 | 1.02 | 84% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 5.701 | 5.817 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 202M | 70,792% |
| Annual Yield % from dividends | 2.47 | 6.68 | 37% |
| Returns for 1 year | 12.13 | 16.42 | 74% |
| Returns for 3 years | 21.09 | 29.74 | 71% |
| Returns for 5 years | -2.29 | -2.99 | 76% |
| Returns for 10 years | 57.03 | 64.34 | 89% |
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