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AEPFX vs RIVGX
AEPFX vs RIVGX Comparison
Open Charts AEPFX vs RIVGX
AEPFX vs RIVGX Comparison Chart in %
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AEPFX vs. RIVGX commentary
Sep 09, 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 RIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. RIVGX (2.69B). AEPFX pays higher dividends than RIVGX: AEPFX (2.64) vs RIVGX (1.36). AEPFX was incepted earlier than RIVGX: AEPFX (18 years) vs RIVGX (7 years). AEPFX (0.59) is less costly to investors than RIVGX (0.55). AEPFX is a more actively managed with annual turnover of: 50.00 vs. RIVGX (32.00). AEPFX (250) and RIVGX (250) have matching initial minimum investment requirements. RIVGX annual gain was more profitable for investors over the last year : 13.43 vs. AEPFX (8.36). RIVGX return over 5 years is better than : 30.57 vs. AEPFX (-2.46).
| AEPFX | RIVGX | AEPFX / RIVGX | |
| Total Expense Ratio | 0.59 | 0.54 | 109% |
| Annual Report Gross Expense Ratio | 0.59 | 0.55 | 107% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 7.639 | 10.188 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.69B | 5,089% |
| Annual Yield % from dividends | 2.64 | 1.36 | 195% |
| Returns for 1 year | 8.36 | 13.43 | 62% |
| Returns for 3 years | 28.72 | 49.87 | 58% |
| Returns for 5 years | -2.46 | 30.57 | -8% |
| Returns for 10 years | 52.54 | N/A | - |
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