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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
Jun 23, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. RIVDX (2.67B). AEPFX pays higher dividends than RIVDX: AEPFX (2.64) vs RIVDX (0.63). 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 (14.84) and AEPFX (14.47) have marching annual gain over last year. RIVDX return over 5 years is better than : 26.37 vs. AEPFX (0.46).
| 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 | 7.158 | 6.844 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.64 | 0.63 | 421% |
| Returns for 1 year | 14.47 | 14.84 | 97% |
| Returns for 3 years | 28.00 | 39.10 | 72% |
| Returns for 5 years | 0.46 | 26.37 | 2% |
| Returns for 10 years | 71.59 | N/A | - |
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