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
Jun 24, 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 Hold and RIVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. RIVIX (2.67B). AEPFX pays higher dividends than RIVIX: AEPFX (2.64) vs RIVIX (0.94). 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 : 15.34 vs. AEPFX (10.87). RIVIX return over 5 years is better than : 28.63 vs. AEPFX (-3.20).
| 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 | 4.076 | 7.003 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.64 | 0.94 | 281% |
| Returns for 1 year | 10.87 | 15.34 | 71% |
| Returns for 3 years | 24.32 | 40.82 | 60% |
| Returns for 5 years | -3.20 | 28.63 | -11% |
| Returns for 10 years | 66.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers