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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
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 RRITX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. RRITX (13.1B). AEPFX pays higher dividends than RRITX: AEPFX (2.64) vs RRITX (1.48). 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). AEPFX annual gain was more profitable for investors over the last year : 4.84 vs. RRITX (4.04). RRITX return over 5 years is better than : 4.77 vs. AEPFX (-2.16).
| 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 | 7.092 | 9.995 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 13.1B | 1,069% |
| Annual Yield % from dividends | 2.64 | 1.48 | 178% |
| Returns for 1 year | 4.84 | 4.04 | 120% |
| Returns for 3 years | 29.39 | 31.98 | 92% |
| Returns for 5 years | -2.16 | 4.77 | -45% |
| Returns for 10 years | 56.42 | 52.75 | 107% |
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