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AEPCX vs CSIRX
AEPCX vs CSIRX Comparison
Open Charts AEPCX vs CSIRX
American Funds EUPAC C
Price$58.01
Change+$0.12 (+0.21%)
VolumeN/A
Net Assets134.77B
Columbia Acorn International Sel Inst3
Price$29.04
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets203.26M
AEPCX vs CSIRX Comparison Chart in %
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AEPCX vs. CSIRX commentary
Jul 01, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. CSIRX (203M). 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 (1.57) 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 : 9.98 vs. AEPCX (5.51). AEPCX return over 5 years is better than : 14.01 vs. CSIRX (11.84).
| 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 | 12.038 | 14.581 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 203M | 66,502% |
| Annual Yield % from dividends | 0.32 | 1.17 | 28% |
| Returns for 1 year | 5.51 | 9.98 | 55% |
| Returns for 3 years | 26.62 | 34.52 | 77% |
| Returns for 5 years | 14.01 | 11.84 | 118% |
| Returns for 10 years | 19.67 | 33.10 | 59% |
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