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AEGFX vs CSIRX
AEGFX vs CSIRX Comparison
Open Charts AEGFX vs CSIRX
AEGFX vs CSIRX Comparison Chart in %
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AEGFX vs. CSIRX commentary
Sep 16, 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 Buy and CSIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. CSIRX (197M). CSIRX pays higher dividends than AEGFX: CSIRX (3.26) vs AEGFX (2.48). AEGFX was incepted earlier than CSIRX: AEGFX (26 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 : 10.85 vs. AEGFX (3.06). AEGFX return over 5 years is better than : -5.76 vs. CSIRX (-11.84).
| AEGFX | CSIRX | AEGFX / CSIRX | |
| Total Expense Ratio | 0.86 | 0.67 | 128% |
| Annual Report Gross Expense Ratio | 0.86 | 1.02 | 84% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 5.352 | 6.087 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 197M | 71,066% |
| Annual Yield % from dividends | 2.48 | 3.26 | 76% |
| Returns for 1 year | 3.06 | 10.85 | 28% |
| Returns for 3 years | 25.90 | 44.18 | 59% |
| Returns for 5 years | -5.76 | -11.84 | 49% |
| Returns for 10 years | 45.29 | 50.51 | 90% |
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