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AEPCX vs RIVAX
AEPCX vs RIVAX Comparison
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AEPCX vs RIVAX Comparison Chart in %
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AEPCX vs. RIVAX commentary
Sep 12, 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 AEPCX is a Buy and RIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. RIVAX (2.75B). AEPCX pays higher dividends than RIVAX: AEPCX (2.07) vs RIVAX (0.85). AEPCX was incepted earlier than RIVAX: AEPCX (26 years) vs RIVAX (7 years). RIVAX (1.61) and AEPCX (1.58) have similar cost to investors . AEPCX is a more actively managed with annual turnover of: 50.00 vs. RIVAX (32.00). AEPCX (250) and RIVAX (250) have matching initial minimum investment requirements. RIVAX annual gain was more profitable for investors over the last year : 9.81 vs. AEPCX (3.15). RIVAX return over 5 years is better than : 22.36 vs. AEPCX (-8.48).
| AEPCX | RIVAX | AEPCX / RIVAX | |
| Total Expense Ratio | 1.58 | 1.60 | 99% |
| Annual Report Gross Expense Ratio | 1.58 | 1.61 | 98% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.041 | 7.811 | 77% |
| 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 | 2.07 | 0.85 | 245% |
| Returns for 1 year | 3.15 | 9.81 | 32% |
| Returns for 3 years | 24.32 | 43.36 | 56% |
| Returns for 5 years | -8.48 | 22.36 | -38% |
| Returns for 10 years | 40.12 | N/A | - |
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