Interact to see
Advertisement
Advertisement
AEPCX vs RRITX
AEPCX vs RRITX Comparison
Open Charts AEPCX vs RRITX
AEPCX vs RRITX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. RRITX commentary
Jul 14, 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: 141B vs. RRITX (13.8B). AEPCX pays higher dividends than RRITX: AEPCX (2.11) vs RRITX (1.51). 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 : 5.85 vs. AEPCX (4.09). RRITX return over 5 years is better than : 5.19 vs. AEPCX (-9.69).
| 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 | 1.869 | 9.802 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8B | 1,022% |
| Annual Yield % from dividends | 2.11 | 1.51 | 140% |
| Returns for 1 year | 4.09 | 5.85 | 70% |
| Returns for 3 years | 13.07 | 25.43 | 51% |
| Returns for 5 years | -9.69 | 5.19 | -186% |
| Returns for 10 years | 37.90 | 57.32 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement