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AEPCX vs RRITX
AEPCX vs RRITX Comparison
Open Charts AEPCX vs RRITX
AEPCX vs RRITX Comparison Chart in %
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AEPCX vs. RRITX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. RRITX (13.4B). AEPCX pays higher dividends than RRITX: AEPCX (2.13) vs RRITX (1.52). AEPCX was incepted earlier than RRITX: AEPCX (25 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 : 8.16 vs. AEPCX (6.78). RRITX return over 5 years is better than : 6.71 vs. AEPCX (-7.30).
| AEPCX | RRITX | AEPCX / RRITX | |
| Total Expense Ratio | 1.58 | 1.40 | 113% |
| Annual Report Gross Expense Ratio | 1.58 | 2.14 | 74% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.168 | 9.367 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.4B | 1,052% |
| Annual Yield % from dividends | 2.13 | 1.52 | 140% |
| Returns for 1 year | 6.78 | 8.16 | 83% |
| Returns for 3 years | 14.70 | 24.93 | 59% |
| Returns for 5 years | -7.30 | 6.71 | -109% |
| Returns for 10 years | 38.82 | 55.19 | 70% |
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