AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
RIVAX
Price
$21.58
Change
-$0.04 (-0.19%)
Updated
Jul 31 closing price
Net Assets
2.69B
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AEPCX vs RIVAX

AEPCX vs RIVAX Comparison Chart in %
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AEPCX vs. RIVAX commentary
Aug 03, 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.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. RIVAX (2.69B). AEPCX pays higher dividends than RIVAX: AEPCX (2.13) vs RIVAX (0.87). AEPCX was incepted earlier than RIVAX: AEPCX (25 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 : 14.59 vs. AEPCX (6.78). RIVAX return over 5 years is better than : 26.36 vs. AEPCX (-7.30).
AEPCXRIVAXAEPCX / RIVAX
Total Expense Ratio1.581.6099%
Annual Report Gross Expense Ratio1.581.6198%
Fund Existence25 years7 years-
Gain YTD3.1687.36343%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets141B2.69B5,249%
Annual Yield % from dividends2.130.87246%
Returns for 1 year6.7814.5946%
Returns for 3 years14.7036.5940%
Returns for 5 years-7.3026.36-28%
Returns for 10 years38.82N/A-
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