AEPCX
Price
$58.34
Change
+$0.18 (+0.31%)
Updated
Jun 6 closing price
Net Assets
133.45B
CSIRX
Price
$29.14
Change
+$0.16 (+0.55%)
Updated
Jun 6 closing price
Net Assets
199.23M
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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$58.34
Change+$0.18 (+0.31%)
VolumeN/A
Net Assets133.45B
Columbia Acorn International Sel Inst3
Price$29.14
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets199.23M
AEPCX vs CSIRX Comparison Chart
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AEPCX vs. CSIRX commentary
Jun 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. CSIRX (199M). CSIRX pays higher dividends than AEPCX: CSIRX (1.17) vs AEPCX (0.32). AEPCX was incepted earlier than CSIRX: AEPCX (24 years) vs CSIRX (13 years). AEPCX (1.59) is less costly to investors than CSIRX (1.00). CSIRX is a more actively managed with annual turnover of: 69.00 vs. AEPCX (30.00). 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 : 4.37 vs. AEPCX (1.93). AEPCX return over 5 years is better than : 14.63 vs. CSIRX (8.42).
AEPCXCSIRXAEPCX / CSIRX
Total Expense Ratio1.590.67237%
Annual Report Gross Expense Ratio1.591.00159%
Fund Existence24 years13 years-
Gain YTD12.90911.162116%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets133B199M66,834%
Annual Yield % from dividends0.321.1728%
Returns for 1 year1.934.3744%
Returns for 3 years14.7412.88114%
Returns for 5 years14.638.42174%
Returns for 10 years21.4429.0174%
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