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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
Jun 24, 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 RIVJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. RIVJX (2.67B). AEPCX pays higher dividends than RIVJX: AEPCX (2.06) vs RIVJX (1.31). AEPCX was incepted earlier than RIVJX: AEPCX (25 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 : 15.94 vs. AEPCX (12.62). RIVJX return over 5 years is better than : 31.92 vs. AEPCX (-6.03).
| AEPCX | RIVJX | AEPCX / RIVJX | |
| Total Expense Ratio | 1.58 | 0.69 | 229% |
| Annual Report Gross Expense Ratio | 1.58 | 0.75 | 211% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 6.335 | 7.246 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.06 | 1.31 | 157% |
| Returns for 1 year | 12.62 | 15.94 | 79% |
| Returns for 3 years | 23.00 | 42.92 | 54% |
| Returns for 5 years | -6.03 | 31.92 | -19% |
| Returns for 10 years | 53.69 | N/A | - |
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