Interact to see
Advertisement
Advertisement
AEPCX vs RIVGX
AEPCX vs RIVGX Comparison
Open Charts AEPCX vs RIVGX
AEPCX vs RIVGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. RIVGX commentary
Jul 08, 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 RIVGX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. RIVGX (2.67B). AEPCX pays higher dividends than RIVGX: AEPCX (2.11) vs RIVGX (1.40). AEPCX was incepted earlier than RIVGX: AEPCX (25 years) vs RIVGX (7 years). AEPCX (1.58) is less costly to investors than RIVGX (0.55). AEPCX is a more actively managed with annual turnover of: 50.00 vs. RIVGX (32.00). AEPCX (250) and RIVGX (250) have matching initial minimum investment requirements. RIVGX annual gain was more profitable for investors over the last year : 13.79 vs. AEPCX (7.55). RIVGX return over 5 years is better than : 34.17 vs. AEPCX (-5.09).
| AEPCX | RIVGX | AEPCX / RIVGX | |
| Total Expense Ratio | 1.58 | 0.54 | 293% |
| Annual Report Gross Expense Ratio | 1.58 | 0.55 | 287% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 5.072 | 8.655 | 59% |
| 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 | 2.11 | 1.40 | 151% |
| Returns for 1 year | 7.55 | 13.79 | 55% |
| Returns for 3 years | 22.22 | 46.47 | 48% |
| Returns for 5 years | -5.09 | 34.17 | -15% |
| Returns for 10 years | 48.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers