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AEGFX vs RIVGX
AEGFX vs RIVGX Comparison
Open Charts AEGFX vs RIVGX
AEGFX vs RIVGX Comparison Chart in %
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AEGFX vs. RIVGX 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 AEGFX is a Buy and RIVGX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. RIVGX (2.67B). AEGFX pays higher dividends than RIVGX: AEGFX (2.53) vs RIVGX (1.40). AEGFX was incepted earlier than RIVGX: AEGFX (25 years) vs RIVGX (7 years). AEGFX (0.86) is less costly to investors than RIVGX (0.55). AEGFX is a more actively managed with annual turnover of: 50.00 vs. RIVGX (32.00). AEGFX (250) and RIVGX (250) have matching initial minimum investment requirements. RIVGX annual gain was more profitable for investors over the last year : 13.79 vs. AEGFX (8.93). RIVGX return over 5 years is better than : 34.17 vs. AEGFX (-1.15).
| AEGFX | RIVGX | AEGFX / RIVGX | |
| Total Expense Ratio | 0.86 | 0.54 | 159% |
| Annual Report Gross Expense Ratio | 0.86 | 0.55 | 156% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 5.735 | 8.655 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.53 | 1.40 | 180% |
| Returns for 1 year | 8.93 | 13.79 | 65% |
| Returns for 3 years | 26.02 | 46.47 | 56% |
| Returns for 5 years | -1.15 | 34.17 | -3% |
| Returns for 10 years | 56.04 | N/A | - |
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