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AEPFX vs RIVJX
AEPFX vs RIVJX Comparison
Open Charts AEPFX vs RIVJX
AEPFX vs RIVJX Comparison Chart in %
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AEPFX vs. RIVJX 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 RIVJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. RIVJX (2.67B). AEPFX pays higher dividends than RIVJX: AEPFX (2.64) vs RIVJX (1.31). AEPFX was incepted earlier than RIVJX: AEPFX (18 years) vs RIVJX (7 years). RIVJX (0.75) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. RIVJX (32.00). AEPFX (250) and RIVJX (250) have matching initial minimum investment requirements. RIVJX annual gain was more profitable for investors over the last year : 15.94 vs. AEPFX (14.47). RIVJX return over 5 years is better than : 31.92 vs. AEPFX (0.46).
| AEPFX | RIVJX | AEPFX / RIVJX | |
| Total Expense Ratio | 0.59 | 0.69 | 86% |
| Annual Report Gross Expense Ratio | 0.59 | 0.75 | 79% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 7.158 | 7.246 | 99% |
| 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 | 1.31 | 201% |
| Returns for 1 year | 14.47 | 15.94 | 91% |
| Returns for 3 years | 28.00 | 42.92 | 65% |
| Returns for 5 years | 0.46 | 31.92 | 1% |
| Returns for 10 years | 71.59 | N/A | - |
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