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AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
American Funds EUPAC F2
Price$60.53
Change+$0.39 (+0.65%)
VolumeN/A
Net Assets132.92B
American Funds International Vntg R-3
Price$19.27
Change+$0.16 (+0.84%)
VolumeN/A
Net Assets2.44B
AEPFX vs RIVIX Comparison Chart in %
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AEPFX vs. RIVIX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. RIVIX (2.44B). RIVIX (0.89) and AEPFX (0.87) 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 : 12.54 vs. AEPFX (4.41). RIVIX return over 5 years is better than : 36.83 vs. AEPFX (17.00).
| 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 | 13.013 | 19.319 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.44B | 5,446% |
| Annual Yield % from dividends | 0.87 | 0.89 | 98% |
| Returns for 1 year | 4.41 | 12.54 | 35% |
| Returns for 3 years | 32.99 | 46.74 | 71% |
| Returns for 5 years | 17.00 | 36.83 | 46% |
| Returns for 10 years | 30.48 | N/A | - |
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