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AEPGX vs CSIRX
AEPGX vs CSIRX Comparison
Open Charts AEPGX vs CSIRX
AEPGX vs CSIRX Comparison Chart in %
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AEPGX vs. CSIRX commentary
Jun 27, 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.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. CSIRX (199M). CSIRX pays higher dividends than AEPGX: CSIRX (6.68) vs AEPGX (2.47). 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 : 12.75 vs. AEPGX (7.21). CSIRX (-6.10) and AEPGX (-6.15) have equivalent 5 years return.
| 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 | 3.487 | 4.870 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 199M | 71,859% |
| Annual Yield % from dividends | 2.47 | 6.68 | 37% |
| Returns for 1 year | 7.21 | 12.75 | 57% |
| Returns for 3 years | 22.14 | 36.51 | 61% |
| Returns for 5 years | -6.15 | -6.10 | 101% |
| Returns for 10 years | 57.36 | 65.54 | 88% |
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