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AEPCX vs RIVAX
AEPCX vs RIVAX Comparison
Open Charts AEPCX vs RIVAX
AEPCX vs RIVAX Comparison Chart in %
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AEPCX vs. RIVAX commentary
Jul 14, 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 Hold and RIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. RIVAX (2.69B). AEPCX pays higher dividends than RIVAX: AEPCX (2.11) 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 : 9.84 vs. AEPCX (4.09). RIVAX return over 5 years is better than : 23.06 vs. AEPCX (-9.69).
| AEPCX | RIVAX | AEPCX / RIVAX | |
| Total Expense Ratio | 1.58 | 1.60 | 99% |
| Annual Report Gross Expense Ratio | 1.58 | 1.61 | 98% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 1.869 | 4.975 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.11 | 0.87 | 242% |
| Returns for 1 year | 4.09 | 9.84 | 42% |
| Returns for 3 years | 13.07 | 32.48 | 40% |
| Returns for 5 years | -9.69 | 23.06 | -42% |
| Returns for 10 years | 37.90 | N/A | - |
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