Interact to see
Advertisement
Advertisement
AEPGX vs CSIRX
AEPGX vs CSIRX Comparison
Open Charts AEPGX vs CSIRX
AEPGX vs CSIRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX 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 AEPGX is a Buy and CSIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. CSIRX (198M). CSIRX pays higher dividends than AEPGX: CSIRX (3.38) vs AEPGX (2.56). 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 : 15.07 vs. AEPGX (8.28). AEPGX return over 5 years is better than : -3.18 vs. CSIRX (-8.36).
| 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 | 3.933 | 5.005 | 79% |
| Front Load | 6% | 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 | 2.56 | 3.38 | 76% |
| Returns for 1 year | 8.28 | 15.07 | 55% |
| Returns for 3 years | 18.54 | 34.56 | 54% |
| Returns for 5 years | -3.18 | -8.36 | 38% |
| Returns for 10 years | 46.68 | 53.58 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement