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AEPFX vs RRITX
AEPFX vs RRITX Comparison
Open Charts AEPFX vs RRITX
AEPFX vs RRITX Comparison Chart in %
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AEPFX vs. RRITX commentary
Aug 23, 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 StrongBuy and RRITX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. RRITX (13.9B). AEPFX pays higher dividends than RRITX: AEPFX (2.72) vs RRITX (1.52). AEPFX was incepted earlier than RRITX: AEPFX (18 years) vs RRITX (24 years). RRITX (2.14) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. RRITX (40.20). AEPFX has a lower initial minimum investment than RRITX: AEPFX (250) vs RRITX (2500). RRITX annual gain was more profitable for investors over the last year : 10.06 vs. AEPFX (8.91). RRITX return over 5 years is better than : 11.75 vs. AEPFX (3.40).
| AEPFX | RRITX | AEPFX / RRITX | |
| Total Expense Ratio | 0.59 | 1.40 | 42% |
| Annual Report Gross Expense Ratio | 0.59 | 2.14 | 28% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 8.169 | 13.955 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13.9B | 986% |
| Annual Yield % from dividends | 2.72 | 1.52 | 179% |
| Returns for 1 year | 8.91 | 10.06 | 89% |
| Returns for 3 years | 31.21 | 38.06 | 82% |
| Returns for 5 years | 3.40 | 11.75 | 29% |
| Returns for 10 years | 56.30 | 56.48 | 100% |
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