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AEPCX vs RIVHX
AEPCX vs RIVHX Comparison
Open Charts AEPCX vs RIVHX
AEPCX vs RIVHX Comparison Chart in %
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AEPCX vs. RIVHX commentary
Aug 23, 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 StrongBuy and RIVHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. RIVHX (2.69B). AEPCX pays higher dividends than RIVHX: AEPCX (2.13) vs RIVHX (0.42). AEPCX was incepted earlier than RIVHX: AEPCX (25 years) vs RIVHX (7 years). AEPCX (1.58) is less costly to investors than RIVHX (1.35). AEPCX is a more actively managed with annual turnover of: 50.00 vs. RIVHX (32.00). AEPCX (250) and RIVHX (250) have matching initial minimum investment requirements. RIVHX annual gain was more profitable for investors over the last year : 13.94 vs. AEPCX (7.17). RIVHX return over 5 years is better than : 31.30 vs. AEPCX (-3.27).
| AEPCX | RIVHX | AEPCX / RIVHX | |
| Total Expense Ratio | 1.58 | 1.34 | 118% |
| Annual Report Gross Expense Ratio | 1.58 | 1.35 | 117% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 7.184 | 10.227 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.69B | 5,089% |
| Annual Yield % from dividends | 2.13 | 0.42 | 509% |
| Returns for 1 year | 7.17 | 13.94 | 51% |
| Returns for 3 years | 26.10 | 47.45 | 55% |
| Returns for 5 years | -3.27 | 31.30 | -10% |
| Returns for 10 years | 40.04 | N/A | - |
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