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AEPCX vs CSIRX
AEPCX vs CSIRX Comparison
Open Charts AEPCX vs CSIRX
American Funds EUPAC C
Price$59.44
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets133.49B
Columbia Acorn International Sel Inst3
Price$28.88
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets198.06M
AEPCX vs CSIRX Comparison Chart in %
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AEPCX vs. CSIRX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. CSIRX (198M). CSIRX pays higher dividends than AEPCX: CSIRX (2.96) 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 : 8.23 vs. AEPCX (7.59). AEPCX return over 5 years is better than : 7.78 vs. CSIRX (3.36).
| AEPCX | CSIRX | AEPCX / CSIRX | |
| Total Expense Ratio | 1.57 | 0.67 | 234% |
| Annual Report Gross Expense Ratio | 1.57 | 1.00 | 157% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 15.038 | 14.660 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 198M | 67,172% |
| Annual Yield % from dividends | 0.16 | 2.96 | 5% |
| Returns for 1 year | 7.59 | 8.23 | 92% |
| Returns for 3 years | 32.65 | 39.00 | 84% |
| Returns for 5 years | 7.78 | 3.36 | 232% |
| Returns for 10 years | 34.34 | 45.41 | 76% |
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