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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
Sep 13, 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 RIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. RIVIX (2.75B). AEPCX pays higher dividends than RIVIX: AEPCX (2.07) vs RIVIX (0.90). AEPCX was incepted earlier than RIVIX: AEPCX (26 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 : 10.23 vs. AEPCX (3.15). RIVIX return over 5 years is better than : 24.46 vs. AEPCX (-8.48).
| AEPCX | RIVIX | AEPCX / RIVIX | |
| Total Expense Ratio | 1.58 | 1.19 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.25 | 126% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.041 | 8.104 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.07 | 0.90 | 231% |
| Returns for 1 year | 3.15 | 10.23 | 31% |
| Returns for 3 years | 24.32 | 44.95 | 54% |
| Returns for 5 years | -8.48 | 24.46 | -35% |
| Returns for 10 years | 40.12 | N/A | - |
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