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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. CSIRX (198M). CSIRX pays higher dividends than AEGFX: CSIRX (3.38) vs AEGFX (2.55). 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 : 15.07 vs. AEGFX (8.16). AEGFX return over 5 years is better than : -3.42 vs. CSIRX (-8.36).
| 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 | 3.873 | 5.005 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 198M | 71,212% |
| Annual Yield % from dividends | 2.55 | 3.38 | 75% |
| Returns for 1 year | 8.16 | 15.07 | 54% |
| Returns for 3 years | 18.29 | 34.56 | 53% |
| Returns for 5 years | -3.42 | -8.36 | 41% |
| Returns for 10 years | 46.28 | 53.58 | 86% |
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