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AEPCX vs RIVJX
AEPCX vs RIVJX Comparison
Open Charts AEPCX vs RIVJX
AEPCX vs RIVJX Comparison Chart in %
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AEPCX vs. RIVJX commentary
Sep 12, 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 RIVJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. RIVJX (2.75B). AEPCX pays higher dividends than RIVJX: AEPCX (2.07) vs RIVJX (1.25). AEPCX was incepted earlier than RIVJX: AEPCX (26 years) vs RIVJX (7 years). AEPCX (1.58) is less costly to investors than RIVJX (0.75). AEPCX is a more actively managed with annual turnover of: 50.00 vs. RIVJX (32.00). AEPCX (250) and RIVJX (250) have matching initial minimum investment requirements. RIVJX annual gain was more profitable for investors over the last year : 10.78 vs. AEPCX (3.15). RIVJX return over 5 years is better than : 27.69 vs. AEPCX (-8.48).
| AEPCX | RIVJX | AEPCX / RIVJX | |
| Total Expense Ratio | 1.58 | 0.69 | 229% |
| Annual Report Gross Expense Ratio | 1.58 | 0.75 | 211% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.041 | 8.486 | 71% |
| 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 | 1.25 | 165% |
| Returns for 1 year | 3.15 | 10.78 | 29% |
| Returns for 3 years | 24.32 | 47.19 | 52% |
| Returns for 5 years | -8.48 | 27.69 | -31% |
| Returns for 10 years | 40.12 | N/A | - |
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