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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
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 RRITX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. RRITX (13.8B). AEPFX pays higher dividends than RRITX: AEPFX (2.70) vs RRITX (1.51). 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 (5.85) and AEPFX (5.78) have marching annual gain over last year. RRITX return over 5 years is better than : 5.19 vs. AEPFX (-3.46).
| 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 | 2.701 | 9.802 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.8B | 1,022% |
| Annual Yield % from dividends | 2.70 | 1.51 | 179% |
| Returns for 1 year | 5.78 | 5.85 | 99% |
| Returns for 3 years | 17.67 | 25.43 | 69% |
| Returns for 5 years | -3.46 | 5.19 | -67% |
| Returns for 10 years | 53.95 | 57.32 | 94% |
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