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AEGFX vs RIVLX
AEGFX vs RIVLX Comparison
Open Charts AEGFX vs RIVLX
AEGFX vs RIVLX Comparison Chart in %
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AEGFX vs. RIVLX commentary
Sep 20, 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 StrongBuy and RIVLX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. RIVLX (2.75B). AEGFX pays higher dividends than RIVLX: AEGFX (2.48) vs RIVLX (1.31). AEGFX was incepted earlier than RIVLX: AEGFX (26 years) vs RIVLX (7 years). AEGFX (0.86) is less costly to investors than RIVLX (0.60). AEGFX is a more actively managed with annual turnover of: 50.00 vs. RIVLX (32.00). AEGFX (250) and RIVLX (250) have matching initial minimum investment requirements. RIVLX annual gain was more profitable for investors over the last year : 8.95 vs. AEGFX (2.21). RIVLX return over 5 years is better than : 28.20 vs. AEGFX (-4.95).
| AEGFX | RIVLX | AEGFX / RIVLX | |
| Total Expense Ratio | 0.86 | 0.59 | 146% |
| Annual Report Gross Expense Ratio | 0.86 | 0.60 | 143% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 5.485 | 7.334 | 75% |
| 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 | 1.31 | 190% |
| Returns for 1 year | 2.21 | 8.95 | 25% |
| Returns for 3 years | 27.62 | 47.11 | 59% |
| Returns for 5 years | -4.95 | 28.20 | -18% |
| Returns for 10 years | 44.57 | N/A | - |
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