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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
Aug 16, 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 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 (2.55) vs RIVKX (1.09). 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 : 15.43 vs. AEGFX (7.72). RIVKX return over 5 years is better than : 31.99 vs. AEGFX (-2.71).
| 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 | 7.430 | 11.434 | 65% |
| 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 | 2.55 | 1.09 | 234% |
| Returns for 1 year | 7.72 | 15.43 | 50% |
| Returns for 3 years | 27.61 | 48.86 | 57% |
| Returns for 5 years | -2.71 | 31.99 | -8% |
| Returns for 10 years | 46.96 | N/A | - |
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