AEPCX
Price
$59.68
Change
+$0.35 (+0.59%)
Updated
Aug 15 closing price
Net Assets
135.22B
CSIRX
Price
$29.18
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
200.67M
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AEPCX vs CSIRX

Header iconAEPCX vs CSIRX Comparison
Open Charts AEPCX vs CSIRXBanner chart's image
American Funds EUPAC C
Price$59.68
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets135.22B
Columbia Acorn International Sel Inst3
Price$29.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets200.67M
AEPCX vs CSIRX Comparison Chart in %
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AEPCX vs. CSIRX commentary
Aug 18, 2025

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 AEPCX is a Hold and CSIRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. CSIRX (201M). CSIRX pays higher dividends than AEPCX: CSIRX (3.04) vs AEPCX (0.17). AEPCX was incepted earlier than CSIRX: AEPCX (24 years) vs CSIRX (13 years). AEPCX (1.57) is less costly to investors than CSIRX (1.00). CSIRX is a more actively managed with annual turnover of: 69.00 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than CSIRX: AEPCX (250) vs CSIRX (1000000). CSIRX annual gain was more profitable for investors over the last year : 9.82 vs. AEPCX (7.17). AEPCX return over 5 years is better than : 8.82 vs. CSIRX (3.20).
AEPCXCSIRXAEPCX / CSIRX
Total Expense Ratio1.570.67234%
Annual Report Gross Expense Ratio1.571.00157%
Fund Existence24 years13 years-
Gain YTD15.50215.292101%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B201M67,164%
Annual Yield % from dividends0.173.046%
Returns for 1 year7.179.8273%
Returns for 3 years22.1722.15100%
Returns for 5 years8.823.20276%
Returns for 10 years26.7639.8967%
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