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AEPCX vs RIVDX
AEPCX vs RIVDX Comparison
Open Charts AEPCX vs RIVDX
AEPCX vs RIVDX Comparison Chart in %
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AEPCX vs. RIVDX commentary
Jun 24, 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 RIVDX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. RIVDX (2.67B). AEPCX pays higher dividends than RIVDX: AEPCX (2.06) vs RIVDX (0.63). AEPCX was incepted earlier than RIVDX: AEPCX (25 years) vs RIVDX (7 years). RIVDX (1.61) and AEPCX (1.58) have similar cost to investors . AEPCX is a more actively managed with annual turnover of: 50.00 vs. RIVDX (32.00). AEPCX (250) and RIVDX (250) have matching initial minimum investment requirements. RIVDX annual gain was more profitable for investors over the last year : 14.84 vs. AEPCX (12.62). RIVDX return over 5 years is better than : 26.37 vs. AEPCX (-6.03).
| AEPCX | RIVDX | AEPCX / RIVDX | |
| 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 | 6.335 | 6.844 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.06 | 0.63 | 329% |
| Returns for 1 year | 12.62 | 14.84 | 85% |
| Returns for 3 years | 23.00 | 39.10 | 59% |
| Returns for 5 years | -6.03 | 26.37 | -23% |
| Returns for 10 years | 53.69 | N/A | - |
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