The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AEPCX | RIVKX | AEPCX / RIVKX | |
| Total Expense Ratio | 1.58 | 0.88 | 180% |
| Annual Report Gross Expense Ratio | 1.58 | 0.89 | 178% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 6.612 | 9.857 | 67% |
| 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 | 2.07 | 1.07 | 194% |
| Returns for 1 year | 6.63 | 14.43 | 46% |
| Returns for 3 years | 23.70 | 46.94 | 50% |
| Returns for 5 years | -8.76 | 28.20 | -31% |
| Returns for 10 years | 36.66 | N/A | - |