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AEPCX vs RIVIX
AEPCX vs RIVIX Comparison
Open Charts AEPCX vs RIVIX
AEPCX vs RIVIX Comparison Chart in %
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AEPCX vs. RIVIX 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 RIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. RIVIX (2.69B). AEPCX pays higher dividends than RIVIX: AEPCX (2.11) vs RIVIX (0.93). AEPCX was incepted earlier than RIVIX: AEPCX (25 years) vs RIVIX (7 years). AEPCX (1.58) is less costly to investors than RIVIX (1.25). AEPCX is a more actively managed with annual turnover of: 50.00 vs. RIVIX (32.00). AEPCX (250) and RIVIX (250) have matching initial minimum investment requirements. RIVIX annual gain was more profitable for investors over the last year : 10.22 vs. AEPCX (4.09). RIVIX return over 5 years is better than : 25.24 vs. AEPCX (-9.69).
| AEPCX | RIVIX | AEPCX / RIVIX | |
| Total Expense Ratio | 1.58 | 1.19 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.25 | 126% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 1.869 | 5.203 | 36% |
| 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 | 0.93 | 228% |
| Returns for 1 year | 4.09 | 10.22 | 40% |
| Returns for 3 years | 13.07 | 33.93 | 39% |
| Returns for 5 years | -9.69 | 25.24 | -38% |
| Returns for 10 years | 37.90 | N/A | - |
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