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AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
American Funds EUPAC F2
Price$65.19
Change-$0.28 (-0.43%)
VolumeN/A
Net Assets137.72B
American Funds International Vntg R-3
Price$20.08
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets2.64B
AEPFX vs RIVIX Comparison Chart in %
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AEPFX vs. RIVIX commentary
Oct 18, 2025
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 RIVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 138B vs. RIVIX (2.64B). RIVIX (0.86) and AEPFX (0.82) have matching dividends . AEPFX was incepted earlier than RIVIX: AEPFX (17 years) vs RIVIX (6 years). RIVIX (1.23) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. RIVIX (20.00). AEPFX (250) and RIVIX (250) have matching initial minimum investment requirements. RIVIX annual gain was more profitable for investors over the last year : 16.28 vs. AEPFX (11.34). RIVIX return over 5 years is better than : 36.68 vs. AEPFX (16.92).
| AEPFX | RIVIX | AEPFX / RIVIX | |
| Total Expense Ratio | 0.58 | 1.20 | 48% |
| Annual Report Gross Expense Ratio | 0.58 | 1.23 | 47% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 21.714 | 24.644 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.64B | 5,229% |
| Annual Yield % from dividends | 0.82 | 0.86 | 95% |
| Returns for 1 year | 11.34 | 16.28 | 70% |
| Returns for 3 years | 51.66 | 62.90 | 82% |
| Returns for 5 years | 16.92 | 36.68 | 46% |
| Returns for 10 years | 50.44 | N/A | - |
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