AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
RIVLX
Price
$22.35
Change
+$0.17 (+0.77%)
Updated
Aug 21 closing price
Net Assets
2.69B
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AEPCX vs RIVLX

AEPCX vs RIVLX Comparison Chart in %
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AEPCX vs. RIVLX commentary
Aug 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 StrongBuy and RIVLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. RIVLX (2.69B). AEPCX pays higher dividends than RIVLX: AEPCX (2.13) vs RIVLX (1.34). AEPCX was incepted earlier than RIVLX: AEPCX (25 years) vs RIVLX (7 years). AEPCX (1.58) is less costly to investors than RIVLX (0.60). AEPCX is a more actively managed with annual turnover of: 50.00 vs. RIVLX (32.00). AEPCX (250) and RIVLX (250) have matching initial minimum investment requirements. RIVLX annual gain was more profitable for investors over the last year : 14.76 vs. AEPCX (7.17). RIVLX return over 5 years is better than : 35.65 vs. AEPCX (-3.27).
AEPCXRIVLXAEPCX / RIVLX
Total Expense Ratio1.580.59268%
Annual Report Gross Expense Ratio1.580.60263%
Fund Existence25 years7 years-
Gain YTD7.18410.75367%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.69B5,089%
Annual Yield % from dividends2.131.34160%
Returns for 1 year7.1714.7649%
Returns for 3 years26.1050.7251%
Returns for 5 years-3.2735.65-9%
Returns for 10 years40.04N/A-
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