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AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
American Funds EUPAC F2
Price$63.60
Change-$0.53 (-0.83%)
VolumeN/A
Net Assets136.46B
American Funds International Vntg R-3
Price$19.62
Change-$0.16 (-0.81%)
VolumeN/A
Net Assets2.58B
AEPFX vs RIVIX Comparison Chart in %
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AEPFX vs. RIVIX commentary
Sep 26, 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: 136B vs. RIVIX (2.59B). RIVIX (0.89) and AEPFX (0.85) 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 : 11.80 vs. AEPFX (7.95). RIVIX return over 5 years is better than : 37.90 vs. AEPFX (19.25).
| 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 | 18.745 | 21.486 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.59B | 5,261% |
| Annual Yield % from dividends | 0.85 | 0.89 | 96% |
| Returns for 1 year | 7.95 | 11.80 | 67% |
| Returns for 3 years | 53.16 | 64.85 | 82% |
| Returns for 5 years | 19.25 | 37.90 | 51% |
| Returns for 10 years | 57.14 | N/A | - |
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