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AEPCX vs RRITX
AEPCX vs RRITX Comparison
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AEPCX vs RRITX Comparison Chart in %
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AEPCX vs. RRITX commentary
Sep 12, 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 RRITX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. RRITX (13.1B). AEPCX pays higher dividends than RRITX: AEPCX (2.07) vs RRITX (1.48). AEPCX was incepted earlier than RRITX: AEPCX (26 years) vs RRITX (24 years). RRITX (2.14) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. RRITX (40.20). AEPCX has a lower initial minimum investment than RRITX: AEPCX (250) vs RRITX (2500). RRITX annual gain was more profitable for investors over the last year : 4.04 vs. AEPCX (3.15). RRITX return over 5 years is better than : 4.77 vs. AEPCX (-8.48).
| AEPCX | RRITX | AEPCX / RRITX | |
| Total Expense Ratio | 1.58 | 1.40 | 113% |
| Annual Report Gross Expense Ratio | 1.58 | 2.14 | 74% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 6.041 | 9.995 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 13.1B | 1,069% |
| Annual Yield % from dividends | 2.07 | 1.48 | 140% |
| Returns for 1 year | 3.15 | 4.04 | 78% |
| Returns for 3 years | 24.32 | 31.98 | 76% |
| Returns for 5 years | -8.48 | 4.77 | -178% |
| Returns for 10 years | 40.12 | 52.75 | 76% |
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