AEPGX
Price
$60.50
Change
-$0.47 (-0.77%)
Updated
Jul 11 closing price
Net Assets
133.64B
CSIRX
Price
$29.00
Change
-$0.32 (-1.09%)
Updated
Jul 11 closing price
Net Assets
202.25M
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AEPGX vs CSIRX

Header iconAEPGX vs CSIRX Comparison
Open Charts AEPGX vs CSIRXBanner chart's image
American Funds EUPAC A
Price$60.50
Change-$0.47 (-0.77%)
VolumeN/A
Net Assets133.64B
Columbia Acorn International Sel Inst3
Price$29.00
Change-$0.32 (-1.09%)
VolumeN/A
Net Assets202.25M
AEPGX vs CSIRX Comparison Chart in %
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AEPGX vs. CSIRX commentary
Jul 14, 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 AEPGX is a Buy and CSIRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. CSIRX (202M). CSIRX pays higher dividends than AEPGX: CSIRX (2.94) vs AEPGX (0.69). AEPGX was incepted earlier than CSIRX: AEPGX (41 years) vs CSIRX (13 years). CSIRX (1.00) is less costly to investors than AEPGX (0.83). CSIRX is a more actively managed with annual turnover of: 69.00 vs. AEPGX (35.00). 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 : 6.15 vs. AEPGX (2.91). AEPGX return over 5 years is better than : 13.52 vs. CSIRX (8.13).
AEPGXCSIRXAEPGX / CSIRX
Total Expense Ratio0.830.67124%
Annual Report Gross Expense Ratio0.831.0083%
Fund Existence41 years13 years-
Gain YTD12.62114.58187%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets134B202M66,337%
Annual Yield % from dividends0.692.9424%
Returns for 1 year2.916.1547%
Returns for 3 years31.7434.2293%
Returns for 5 years13.528.13166%
Returns for 10 years24.1632.9873%
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