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AEPFX vs RIVDX
AEPFX vs RIVDX Comparison
Open Charts AEPFX vs RIVDX
AEPFX vs RIVDX Comparison Chart in %
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AEPFX vs. RIVDX 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 AEPFX is a Hold and RIVDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. RIVDX (2.69B). AEPFX pays higher dividends than RIVDX: AEPFX (2.70) vs RIVDX (0.62). AEPFX was incepted earlier than RIVDX: AEPFX (18 years) vs RIVDX (7 years). RIVDX (1.61) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. RIVDX (32.00). AEPFX (250) and RIVDX (250) have matching initial minimum investment requirements. RIVDX annual gain was more profitable for investors over the last year : 9.82 vs. AEPFX (5.78). RIVDX return over 5 years is better than : 23.02 vs. AEPFX (-3.46).
| AEPFX | RIVDX | AEPFX / RIVDX | |
| Total Expense Ratio | 0.59 | 1.60 | 37% |
| Annual Report Gross Expense Ratio | 0.59 | 1.61 | 37% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 2.701 | 5.033 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.70 | 0.62 | 435% |
| Returns for 1 year | 5.78 | 9.82 | 59% |
| Returns for 3 years | 17.67 | 32.33 | 55% |
| Returns for 5 years | -3.46 | 23.02 | -15% |
| Returns for 10 years | 53.95 | N/A | - |
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