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AEPGX vs CSIRX
AEPGX vs CSIRX Comparison
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AEPGX vs CSIRX Comparison Chart in %
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AEPGX vs. CSIRX commentary
Jul 08, 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 Buy and CSIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. CSIRX (205M). CSIRX pays higher dividends than AEPGX: CSIRX (3.78) vs AEPGX (2.53). 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 : 15.51 vs. AEPGX (9.06). AEPGX return over 5 years is better than : -0.88 vs. CSIRX (-1.96).
| 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 | 5.801 | 8.218 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 205M | 69,756% |
| Annual Yield % from dividends | 2.53 | 3.78 | 67% |
| Returns for 1 year | 9.06 | 15.51 | 58% |
| Returns for 3 years | 26.29 | 41.21 | 64% |
| Returns for 5 years | -0.88 | -1.96 | 45% |
| Returns for 10 years | 56.48 | 66.72 | 85% |
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