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AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
American Funds EUPAC F2
Price$63.72
Change-$0.26 (-0.41%)
VolumeN/A
Net Assets132.22B
American Funds International Vntg R-3
Price$19.58
Change-$0.15 (-0.76%)
VolumeN/A
Net Assets2.59B
AEPFX vs RIVIX Comparison Chart in %
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AEPFX vs. RIVIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 132B vs. RIVIX (2.59B). RIVIX pays higher dividends than AEPFX: RIVIX (0.86) vs AEPFX (0.80). 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 : 19.53 vs. AEPFX (13.30). RIVIX return over 5 years is better than : 26.90 vs. AEPFX (6.46).
| 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 | 18.969 | 21.238 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.59B | 5,104% |
| Annual Yield % from dividends | 0.80 | 0.86 | 94% |
| Returns for 1 year | 13.30 | 19.53 | 68% |
| Returns for 3 years | 33.80 | 41.87 | 81% |
| Returns for 5 years | 6.46 | 26.90 | 24% |
| Returns for 10 years | 46.28 | N/A | - |
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