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AEGFX vs RIVIX
AEGFX vs RIVIX Comparison
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AEGFX vs RIVIX Comparison Chart in %
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AEGFX vs. RIVIX commentary
Sep 13, 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 RIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. RIVIX (2.75B). AEGFX pays higher dividends than RIVIX: AEGFX (2.48) vs RIVIX (0.90). AEGFX was incepted earlier than RIVIX: AEGFX (26 years) vs RIVIX (7 years). RIVIX (1.25) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. RIVIX (32.00). AEGFX (250) and RIVIX (250) have matching initial minimum investment requirements. RIVIX annual gain was more profitable for investors over the last year : 10.23 vs. AEGFX (4.48). RIVIX return over 5 years is better than : 24.46 vs. AEGFX (-4.67).
| AEGFX | RIVIX | AEGFX / RIVIX | |
| Total Expense Ratio | 0.86 | 1.19 | 72% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.848 | 8.104 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.48 | 0.90 | 275% |
| Returns for 1 year | 4.48 | 10.23 | 44% |
| Returns for 3 years | 28.19 | 44.95 | 63% |
| Returns for 5 years | -4.67 | 24.46 | -19% |
| Returns for 10 years | 47.63 | N/A | - |
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