AEPCX
Price
$62.86
Change
+$0.51 (+0.82%)
Updated
Oct 8 closing price
Net Assets
137.54B
CSIRX
Price
$30.58
Change
+$0.12 (+0.39%)
Updated
Oct 8 closing price
Net Assets
206.09M
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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$62.86
Change+$0.51 (+0.82%)
VolumeN/A
Net Assets137.54B
Columbia Acorn International Sel Inst3
Price$30.58
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets206.09M
AEPCX vs CSIRX Comparison Chart in %
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AEPCX vs. CSIRX commentary
Oct 09, 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 Buy and CSIRX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 138B vs. CSIRX (206M). CSIRX pays higher dividends than AEPCX: CSIRX (2.84) vs AEPCX (0.16). AEPCX was incepted earlier than CSIRX: AEPCX (25 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 : 12.46 vs. AEPCX (10.37). AEPCX return over 5 years is better than : 9.75 vs. CSIRX (2.49).
AEPCXCSIRXAEPCX / CSIRX
Total Expense Ratio1.570.67234%
Annual Report Gross Expense Ratio1.571.00157%
Fund Existence25 years13 years-
Gain YTD21.65720.350106%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets138B206M66,990%
Annual Yield % from dividends0.162.846%
Returns for 1 year10.3712.4683%
Returns for 3 years47.9860.8279%
Returns for 5 years9.752.49392%
Returns for 10 years38.4347.4281%
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