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AEPCX vs RIVGX
AEPCX vs RIVGX Comparison
Open Charts AEPCX vs RIVGX
AEPCX vs RIVGX Comparison Chart in %
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AEPCX vs. RIVGX commentary
Jul 28, 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 RIVGX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. RIVGX (2.69B). 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 : 9.68 vs. AEPCX (1.92). RIVGX return over 5 years is better than : 30.44 vs. AEPCX (-9.24).
| 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 | 1.367 | 5.687 | 24% |
| 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 | 1.40 | 151% |
| Returns for 1 year | 1.92 | 9.68 | 20% |
| Returns for 3 years | 12.05 | 36.40 | 33% |
| Returns for 5 years | -9.24 | 30.44 | -30% |
| Returns for 10 years | 35.04 | N/A | - |
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