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AEGFX vs RIVKX
AEGFX vs RIVKX Comparison
Open Charts AEGFX vs RIVKX
AEGFX vs RIVKX Comparison Chart in %
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AEGFX vs. RIVKX commentary
Sep 05, 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 Hold and RIVKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. RIVKX (2.69B). AEGFX pays higher dividends than RIVKX: AEGFX (2.48) vs RIVKX (1.07). AEGFX was incepted earlier than RIVKX: AEGFX (25 years) vs RIVKX (7 years). RIVKX (0.89) and AEGFX (0.86) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 50.00 vs. RIVKX (32.00). AEGFX (250) and RIVKX (250) have matching initial minimum investment requirements. RIVKX annual gain was more profitable for investors over the last year : 14.43 vs. AEGFX (8.02). RIVKX return over 5 years is better than : 28.20 vs. AEGFX (-4.96).
| AEGFX | RIVKX | AEGFX / RIVKX | |
| Total Expense Ratio | 0.86 | 0.88 | 98% |
| Annual Report Gross Expense Ratio | 0.86 | 0.89 | 97% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 7.414 | 9.857 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.69B | 5,089% |
| Annual Yield % from dividends | 2.48 | 1.07 | 232% |
| Returns for 1 year | 8.02 | 14.43 | 56% |
| Returns for 3 years | 27.54 | 46.94 | 59% |
| Returns for 5 years | -4.96 | 28.20 | -18% |
| Returns for 10 years | 43.98 | N/A | - |
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