Interact to see
Advertisement
Advertisement
AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
AEPFX vs RIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. RIVIX commentary
Aug 23, 2026
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 StrongBuy and RIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. RIVIX (2.69B). AEPFX pays higher dividends than RIVIX: AEPFX (2.72) vs RIVIX (0.92). AEPFX was incepted earlier than RIVIX: AEPFX (18 years) vs RIVIX (7 years). RIVIX (1.25) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. RIVIX (32.00). AEPFX (250) and RIVIX (250) have matching initial minimum investment requirements. RIVIX annual gain was more profitable for investors over the last year : 14.08 vs. AEPFX (8.91). RIVIX return over 5 years is better than : 31.53 vs. AEPFX (3.40).
| AEPFX | RIVIX | AEPFX / RIVIX | |
| Total Expense Ratio | 0.59 | 1.19 | 50% |
| Annual Report Gross Expense Ratio | 0.59 | 1.25 | 47% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 8.169 | 10.355 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.69B | 5,089% |
| Annual Yield % from dividends | 2.72 | 0.92 | 296% |
| Returns for 1 year | 8.91 | 14.08 | 63% |
| Returns for 3 years | 31.21 | 48.07 | 65% |
| Returns for 5 years | 3.40 | 31.53 | 11% |
| Returns for 10 years | 56.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers