AEPCX
Price
$62.92
Change
-$1.08 (-1.69%)
Updated
Nov 13 closing price
Net Assets
138.83B
CSIRX
Price
$29.75
Change
-$0.50 (-1.65%)
Updated
Nov 13 closing price
Net Assets
202.37M
Interact to see
Advertisement

AEPCX vs CSIRX

Header iconAEPCX vs CSIRX Comparison
Open Charts AEPCX vs CSIRXBanner chart's image
American Funds EUPAC C
Price$62.92
Change-$1.08 (-1.69%)
VolumeN/A
Net Assets138.83B
Columbia Acorn International Sel Inst3
Price$29.75
Change-$0.50 (-1.65%)
VolumeN/A
Net Assets202.37M
AEPCX vs CSIRX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. CSIRX commentary
Nov 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 AEPCX is a Buy and CSIRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 139B vs. CSIRX (202M). CSIRX pays higher dividends than AEPCX: CSIRX (2.82) vs AEPCX (0.15). AEPCX was incepted earlier than CSIRX: AEPCX (25 years) vs CSIRX (13 years). AEPCX (1.57) is less costly to investors than CSIRX (1.00). CSIRX is a more actively managed with annual turnover of: 69.00 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than CSIRX: AEPCX (250) vs CSIRX (1000000). CSIRX (15.20) and AEPCX (15.01) have marching annual gain over last year. AEPCX return over 5 years is better than : 4.82 vs. CSIRX (-1.96).
AEPCXCSIRXAEPCX / CSIRX
Total Expense Ratio1.570.67234%
Annual Report Gross Expense Ratio1.571.00157%
Fund Existence25 years13 years-
Gain YTD21.77317.544124%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets139B202M68,812%
Annual Yield % from dividends0.152.825%
Returns for 1 year15.0115.2099%
Returns for 3 years33.2234.8295%
Returns for 5 years4.82-1.96-246%
Returns for 10 years39.4942.6293%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSHOX125.99N/A
N/A
Fidelity Select Construction & Housing
FATIX157.69N/A
N/A
Fidelity Advisor Technology I
EMECX13.50-0.16
-1.17%
Ashmore Emerging Markets Equity C
RYATX85.50-1.80
-2.06%
Rydex NASDAQ-100® A
ACWZX19.49-0.52
-2.60%
AMG GW&K Small/Mid Cap Growth Z