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AEPCX vs CSIRX
AEPCX vs CSIRX Comparison
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AEPCX vs CSIRX Comparison Chart in %
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AEPCX vs. CSIRX commentary
Aug 03, 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 Buy and CSIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. CSIRX (198M). CSIRX pays higher dividends than AEPCX: CSIRX (3.38) vs AEPCX (2.13). 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). CSIRX annual gain was more profitable for investors over the last year : 15.07 vs. AEPCX (6.78). AEPCX return over 5 years is better than : -7.30 vs. CSIRX (-8.36).
| 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 | 3.168 | 5.005 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 198M | 71,212% |
| Annual Yield % from dividends | 2.13 | 3.38 | 63% |
| Returns for 1 year | 6.78 | 15.07 | 45% |
| Returns for 3 years | 14.70 | 34.56 | 43% |
| Returns for 5 years | -7.30 | -8.36 | 87% |
| Returns for 10 years | 38.82 | 53.58 | 72% |
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