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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
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. RIVKX (2.69B). AEPCX pays higher dividends than RIVKX: AEPCX (2.13) vs RIVKX (1.09). 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 : 15.43 vs. AEPCX (6.36). RIVKX return over 5 years is better than : 31.99 vs. AEPCX (-6.60).
| 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 | 6.682 | 11.434 | 58% |
| 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 | 1.09 | 195% |
| Returns for 1 year | 6.36 | 15.43 | 41% |
| Returns for 3 years | 23.78 | 48.86 | 49% |
| Returns for 5 years | -6.60 | 31.99 | -21% |
| Returns for 10 years | 39.51 | N/A | - |
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