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AEPCX vs RIVKX
AEPCX vs RIVKX Comparison
Open Charts AEPCX vs RIVKX
AEPCX vs RIVKX Comparison Chart in %
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AEPCX vs. RIVKX commentary
Jul 05, 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 RIVKX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. RIVKX (2.67B). AEPCX pays higher dividends than RIVKX: AEPCX (2.11) vs RIVKX (1.10). AEPCX was incepted earlier than RIVKX: AEPCX (25 years) vs RIVKX (7 years). AEPCX (1.58) is less costly to investors than RIVKX (0.89). AEPCX is a more actively managed with annual turnover of: 50.00 vs. RIVKX (32.00). AEPCX (250) and RIVKX (250) have matching initial minimum investment requirements. RIVKX annual gain was more profitable for investors over the last year : 11.85 vs. AEPCX (5.43). RIVKX return over 5 years is better than : 30.12 vs. AEPCX (-8.77).
| 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 | 3.393 | 7.048 | 48% |
| 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 | 2.11 | 1.10 | 192% |
| Returns for 1 year | 5.43 | 11.85 | 46% |
| Returns for 3 years | 17.84 | 39.98 | 45% |
| Returns for 5 years | -8.77 | 30.12 | -29% |
| Returns for 10 years | 44.80 | N/A | - |
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