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AEPCX vs CSIRX
AEPCX vs CSIRX Comparison
Open Charts AEPCX vs CSIRX
AEPCX vs CSIRX Comparison Chart in %
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AEPCX vs. CSIRX commentary
Jun 13, 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 Hold and CSIRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. CSIRX (200M). CSIRX pays higher dividends than AEPCX: CSIRX (6.68) vs AEPCX (2.06). AEPCX was incepted earlier than CSIRX: AEPCX (25 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). AEPCX (13.05) and CSIRX (12.52) have marching annual gain over last year. CSIRX return over 5 years is better than : -6.75 vs. AEPCX (-8.26).
| AEPCX | CSIRX | AEPCX / CSIRX | |
| Total Expense Ratio | 1.58 | 0.67 | 236% |
| Annual Report Gross Expense Ratio | 1.58 | 1.02 | 155% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 9.434 | 4.802 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 200M | 71,500% |
| Annual Yield % from dividends | 2.06 | 6.68 | 31% |
| Returns for 1 year | 13.05 | 12.52 | 104% |
| Returns for 3 years | 23.71 | 29.24 | 81% |
| Returns for 5 years | -8.26 | -6.75 | 122% |
| Returns for 10 years | 56.71 | 63.46 | 89% |
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