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AEPCX vs CSIRX
AEPCX vs CSIRX Comparison
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AEPCX vs CSIRX Comparison Chart in %
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AEPCX vs. CSIRX commentary
Sep 11, 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 AEPCX is a Buy and CSIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. CSIRX (199M). CSIRX pays higher dividends than AEPCX: CSIRX (3.26) vs AEPCX (2.07). AEPCX was incepted earlier than CSIRX: AEPCX (26 years) vs CSIRX (14 years). AEPCX (1.58) is less costly to investors than CSIRX (1.02). AEPCX is a more actively managed with annual turnover of: 50.00 vs. CSIRX (21.00). 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 : 12.29 vs. AEPCX (5.71). AEPCX return over 5 years is better than : -7.28 vs. CSIRX (-11.90).
| AEPCX | CSIRX | AEPCX / CSIRX | |
| Total Expense Ratio | 1.58 | 0.67 | 236% |
| Annual Report Gross Expense Ratio | 1.58 | 1.02 | 155% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 7.426 | 6.696 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 199M | 70,352% |
| Annual Yield % from dividends | 2.07 | 3.26 | 64% |
| Returns for 1 year | 5.71 | 12.29 | 46% |
| Returns for 3 years | 25.45 | 44.46 | 57% |
| Returns for 5 years | -7.28 | -11.90 | 61% |
| Returns for 10 years | 39.33 | 50.20 | 78% |
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