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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
Sep 12, 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 Buy and RIVJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. RIVJX (2.75B). AEPFX pays higher dividends than RIVJX: AEPFX (2.64) vs RIVJX (1.25). 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 : 10.78 vs. AEPFX (4.84). RIVJX return over 5 years is better than : 27.69 vs. AEPFX (-2.16).
| 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 | 7.092 | 8.486 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.64 | 1.25 | 211% |
| Returns for 1 year | 4.84 | 10.78 | 45% |
| Returns for 3 years | 29.39 | 47.19 | 62% |
| Returns for 5 years | -2.16 | 27.69 | -8% |
| Returns for 10 years | 56.42 | N/A | - |
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