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AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
AEPFX vs RIVIX Comparison Chart in %
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AEPFX vs. RIVIX commentary
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. RIVIX (2.69B). AEPFX pays higher dividends than RIVIX: AEPFX (2.70) vs RIVIX (0.93). 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 : 10.22 vs. AEPFX (5.78). RIVIX return over 5 years is better than : 25.24 vs. AEPFX (-3.46).
| 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 | 2.701 | 5.203 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.70 | 0.93 | 291% |
| Returns for 1 year | 5.78 | 10.22 | 57% |
| Returns for 3 years | 17.67 | 33.93 | 52% |
| Returns for 5 years | -3.46 | 25.24 | -14% |
| Returns for 10 years | 53.95 | N/A | - |
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