Interact to see
Advertisement
Advertisement
AEPFX vs RIVHX
AEPFX vs RIVHX Comparison
Open Charts AEPFX vs RIVHX
AEPFX vs RIVHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. RIVHX commentary
Sep 13, 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 RIVHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. RIVHX (2.75B). AEPFX pays higher dividends than RIVHX: AEPFX (2.64) vs RIVHX (0.41). AEPFX was incepted earlier than RIVHX: AEPFX (18 years) vs RIVHX (7 years). RIVHX (1.35) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. RIVHX (32.00). AEPFX (250) and RIVHX (250) have matching initial minimum investment requirements. RIVHX annual gain was more profitable for investors over the last year : 10.07 vs. AEPFX (4.84). RIVHX return over 5 years is better than : 24.34 vs. AEPFX (-2.16).
| AEPFX | RIVHX | AEPFX / RIVHX | |
| Total Expense Ratio | 0.59 | 1.34 | 44% |
| Annual Report Gross Expense Ratio | 0.59 | 1.35 | 44% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 7.092 | 8.004 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.64 | 0.41 | 644% |
| Returns for 1 year | 4.84 | 10.07 | 48% |
| Returns for 3 years | 29.39 | 44.38 | 66% |
| Returns for 5 years | -2.16 | 24.34 | -9% |
| Returns for 10 years | 56.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers