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AEPCX vs CSIRX
AEPCX vs CSIRX Comparison
Open Charts AEPCX vs CSIRX
American Funds EUPAC C
Price$59.68
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets135.22B
Columbia Acorn International Sel Inst3
Price$29.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets200.67M
AEPCX vs CSIRX Comparison Chart in %
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AEPCX vs. CSIRX commentary
Aug 18, 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: 135B vs. CSIRX (201M). CSIRX pays higher dividends than AEPCX: CSIRX (3.04) vs AEPCX (0.17). AEPCX was incepted earlier than CSIRX: AEPCX (24 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 : 9.82 vs. AEPCX (7.17). AEPCX return over 5 years is better than : 8.82 vs. CSIRX (3.20).
| AEPCX | CSIRX | AEPCX / CSIRX | |
| Total Expense Ratio | 1.57 | 0.67 | 234% |
| Annual Report Gross Expense Ratio | 1.57 | 1.00 | 157% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 15.502 | 15.292 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 201M | 67,164% |
| Annual Yield % from dividends | 0.17 | 3.04 | 6% |
| Returns for 1 year | 7.17 | 9.82 | 73% |
| Returns for 3 years | 22.17 | 22.15 | 100% |
| Returns for 5 years | 8.82 | 3.20 | 276% |
| Returns for 10 years | 26.76 | 39.89 | 67% |
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