AEPFX
Price
$60.73
Change
+$0.19 (+0.31%)
Updated
Jun 6 closing price
Net Assets
133.45B
RIVIX
Price
$19.09
Change
+$0.04 (+0.21%)
Updated
Jun 6 closing price
Net Assets
2.39B
Interact to see
Advertisement

AEPFX vs RIVIX

Header iconAEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIXBanner chart's image
American Funds EUPAC F2
Price$60.73
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
American Funds International Vntg R-3
Price$19.09
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets2.39B
AEPFX vs RIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AEPFX vs. RIVIX commentary
Jun 07, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. RIVIX (2.39B). AEPFX pays higher dividends than RIVIX: AEPFX (1.27) vs RIVIX (0.91). AEPFX was incepted earlier than RIVIX: AEPFX (17 years) vs RIVIX (6 years). RIVIX (1.23) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 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 : 10.72 vs. AEPFX (3.12). RIVIX return over 5 years is better than : 40.84 vs. AEPFX (21.82).
AEPFXRIVIXAEPFX / RIVIX
Total Expense Ratio0.571.2048%
Annual Report Gross Expense Ratio0.571.2346%
Fund Existence17 years6 years-
Gain YTD13.38718.20474%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets133B2.39B5,570%
Annual Yield % from dividends1.270.91140%
Returns for 1 year3.1210.7229%
Returns for 3 years19.2335.7554%
Returns for 5 years21.8240.8453%
Returns for 10 years33.43N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JNEMX22.13N/A
N/A
JPMorgan International Equity R6
HWNIX14.02N/A
N/A
Hotchkis & Wiley International Value I
QLSCX25.47N/A
N/A
Federated Hermes MDT Small Cap Core R6
MVIAX17.87N/A
N/A
Praxis Value Index A
GPEOX12.33N/A
N/A
Grandeur Peak Emerg Mkts Opps Inv