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AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
American Funds EUPAC F2
Price$61.24
Change+$0.74 (+1.22%)
VolumeN/A
Net Assets132.4B
American Funds International Vntg R-3
Price$19.38
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets2.49B
AEPFX vs RIVIX Comparison Chart in %
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AEPFX vs. RIVIX commentary
Aug 08, 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 Hold and RIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 132B vs. RIVIX (2.49B). RIVIX (0.91) and AEPFX (0.88) 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 : 19.17 vs. AEPFX (13.19). RIVIX return over 5 years is better than : 35.94 vs. AEPFX (14.89).
| 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 | 14.339 | 20.000 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.49B | 5,312% |
| Annual Yield % from dividends | 0.88 | 0.91 | 97% |
| Returns for 1 year | 13.19 | 19.17 | 69% |
| Returns for 3 years | 26.81 | 39.83 | 67% |
| Returns for 5 years | 14.89 | 35.94 | 41% |
| Returns for 10 years | 33.39 | N/A | - |
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