AEPFX
Price
$62.16
Change
+$0.19 (+0.31%)
Updated
Aug 28 closing price
Net Assets
134.64B
RIVIX
Price
$19.56
Change
+$0.06 (+0.31%)
Updated
Aug 28 closing price
Net Assets
2.55B
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AEPFX vs RIVIX

Header iconAEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIXBanner chart's image
American Funds EUPAC F2
Price$62.16
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets134.64B
American Funds International Vntg R-3
Price$19.56
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets2.55B
AEPFX vs RIVIX Comparison Chart in %
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AEPFX vs. RIVIX commentary
Aug 30, 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.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. RIVIX (2.55B). 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 : 11.77 vs. AEPFX (6.39). RIVIX return over 5 years is better than : 34.57 vs. AEPFX (12.35).
AEPFXRIVIXAEPFX / RIVIX
Total Expense Ratio0.581.2048%
Annual Report Gross Expense Ratio0.581.2347%
Fund Existence17 years6 years-
Gain YTD16.05721.11576%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets135B2.55B5,300%
Annual Yield % from dividends0.880.9197%
Returns for 1 year6.3911.7754%
Returns for 3 years33.7147.7571%
Returns for 5 years12.3534.5736%
Returns for 10 years46.04N/A-
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