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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
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 AEPFX is a Buy 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 (2.72) 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 : 14.57 vs. AEPFX (8.51). RIVDX return over 5 years is better than : 26.30 vs. AEPFX (-0.90).
| 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 | 4.060 | 7.398 | 55% |
| 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 | 2.72 | 0.62 | 443% |
| Returns for 1 year | 8.51 | 14.57 | 58% |
| Returns for 3 years | 19.36 | 36.41 | 53% |
| Returns for 5 years | -0.90 | 26.30 | -3% |
| Returns for 10 years | 54.97 | N/A | - |
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