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AEPFX vs RIVKX
AEPFX vs RIVKX Comparison
Open Charts AEPFX vs RIVKX
AEPFX vs RIVKX Comparison Chart in %
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AEPFX vs. RIVKX commentary
Jul 05, 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 RIVKX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. RIVKX (2.67B). AEPFX pays higher dividends than RIVKX: AEPFX (2.70) vs RIVKX (1.10). AEPFX was incepted earlier than RIVKX: AEPFX (18 years) vs RIVKX (7 years). RIVKX (0.89) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. RIVKX (32.00). AEPFX (250) and RIVKX (250) have matching initial minimum investment requirements. RIVKX annual gain was more profitable for investors over the last year : 11.85 vs. AEPFX (7.12). RIVKX return over 5 years is better than : 30.12 vs. AEPFX (-2.50).
| AEPFX | RIVKX | AEPFX / RIVKX | |
| Total Expense Ratio | 0.59 | 0.88 | 67% |
| Annual Report Gross Expense Ratio | 0.59 | 0.89 | 66% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 4.192 | 7.048 | 59% |
| 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 | 2.70 | 1.10 | 245% |
| Returns for 1 year | 7.12 | 11.85 | 60% |
| Returns for 3 years | 22.63 | 39.98 | 57% |
| Returns for 5 years | -2.50 | 30.12 | -8% |
| Returns for 10 years | 61.63 | N/A | - |
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