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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
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 RIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. RIVIX (2.69B). AEPCX pays higher dividends than RIVIX: AEPCX (2.13) vs RIVIX (0.92). 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 : 14.08 vs. AEPCX (7.17). RIVIX return over 5 years is better than : 31.53 vs. AEPCX (-3.27).
| 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 | 7.184 | 10.355 | 69% |
| 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 | 0.92 | 232% |
| Returns for 1 year | 7.17 | 14.08 | 51% |
| Returns for 3 years | 26.10 | 48.07 | 54% |
| Returns for 5 years | -3.27 | 31.53 | -10% |
| Returns for 10 years | 40.04 | N/A | - |
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