AEPGX
Price
$62.20
Change
+$0.33 (+0.53%)
Updated
Sep 5 closing price
Net Assets
133.49B
CSIRX
Price
$28.88
Change
+$0.22 (+0.77%)
Updated
Sep 4 closing price
Net Assets
198.06M
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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$62.20
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets133.49B
Columbia Acorn International Sel Inst3
Price$28.88
Change+$0.22 (+0.77%)
VolumeN/A
Net Assets198.06M
AEPGX vs CSIRX Comparison Chart in %
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AEPGX vs. CSIRX commentary
Sep 08, 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 Hold and CSIRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. CSIRX (198M). CSIRX pays higher dividends than AEPGX: CSIRX (2.96) vs AEPGX (0.68). 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). AEPGX annual gain was more profitable for investors over the last year : 8.68 vs. CSIRX (8.23). AEPGX return over 5 years is better than : 11.80 vs. CSIRX (3.36).
AEPGXCSIRXAEPGX / CSIRX
Total Expense Ratio0.830.67124%
Annual Report Gross Expense Ratio0.831.0083%
Fund Existence41 years13 years-
Gain YTD15.78614.660108%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets133B198M67,172%
Annual Yield % from dividends0.682.9623%
Returns for 1 year8.688.23106%
Returns for 3 years35.4239.0091%
Returns for 5 years11.803.36351%
Returns for 10 years40.2045.4189%
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