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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 03, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. RRITX (13.4B). 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). AEPFX (8.51) and RRITX (8.16) have marching annual gain over last year. RRITX return over 5 years is better than : 6.71 vs. AEPFX (-0.90).
| 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 | 4.060 | 9.367 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.4B | 1,052% |
| Annual Yield % from dividends | 2.72 | 1.52 | 179% |
| Returns for 1 year | 8.51 | 8.16 | 104% |
| Returns for 3 years | 19.36 | 24.93 | 78% |
| Returns for 5 years | -0.90 | 6.71 | -13% |
| Returns for 10 years | 54.97 | 55.19 | 100% |
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