The average market capitalization across the group is 68.81B. The market cap for tickers in the group ranges from 201.74M to 137.41B. AEPGX holds the highest valuation in this group at 137.41B. The lowest valued company is CSIRX at 201.74M.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 9%. AEPGX experienced the highest price growth at -0%, while CSIRX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

AEPGX vs. CSIRX commentary

Sep 06, 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 AEPGX is a Hold and CSIRX is a Hold.

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FUNDAMENTALS

Fundamentals

AEPGX has more cash in the bank: 137B vs. CSIRX (202M). CSIRX pays higher dividends than AEPGX: CSIRX (3.26) vs AEPGX (2.48). AEPGX was incepted earlier than CSIRX: AEPGX (42 years) vs CSIRX (14 years). CSIRX (1.02) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. CSIRX (21.00). AEPGX has a lower initial minimum investment than CSIRX: AEPGX (250) vs CSIRX (1000000). CSIRX annual gain was more profitable for investors over the last year : 15.38 vs. AEPGX (8.15). AEPGX return over 5 years is better than : -4.71 vs. CSIRX (-10.95).

	AEPGX	CSIRX	AEPGX / CSIRX
Total Expense Ratio	0.83	0.67	124%
Annual Report Gross Expense Ratio	0.83	1.02	81%
Fund Existence	42 years	14 years	-
Gain YTD	7.486	8.285	90%
Front Load	6%	N/A	-
Min. Initial Investment	250	1000000	0%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	137B	202M	67,822%
Annual Yield % from dividends	2.48	3.26	76%
Returns for 1 year	8.15	15.38	53%
Returns for 3 years	27.83	45.02	62%
Returns for 5 years	-4.71	-10.95	43%
Returns for 10 years	44.40	49.85	89%

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