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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
Jun 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 Hold and RRITX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. RRITX (14.2B). AEPCX pays higher dividends than RRITX: AEPCX (2.06) vs RRITX (1.53). 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 : 10.40 vs. AEPCX (9.08). RRITX return over 5 years is better than : 6.40 vs. AEPCX (-9.45).
| 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 | 3.272 | 11.009 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 14.2B | 1,007% |
| Annual Yield % from dividends | 2.06 | 1.53 | 135% |
| Returns for 1 year | 9.08 | 10.40 | 87% |
| Returns for 3 years | 19.46 | 32.08 | 61% |
| Returns for 5 years | -9.45 | 6.40 | -148% |
| Returns for 10 years | 49.26 | 68.09 | 72% |
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