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AEPGX vs RIVAX
AEPGX vs RIVAX Comparison
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AEPGX vs RIVAX Comparison Chart in %
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AEPGX vs. RIVAX 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 AEPGX is a Buy and RIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. RIVAX (2.75B). AEPGX pays higher dividends than RIVAX: AEPGX (2.48) vs RIVAX (0.85). AEPGX was incepted earlier than RIVAX: AEPGX (42 years) vs RIVAX (7 years). RIVAX (1.61) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. RIVAX (32.00). AEPGX (250) and RIVAX (250) have matching initial minimum investment requirements. RIVAX annual gain was more profitable for investors over the last year : 9.81 vs. AEPGX (4.61). RIVAX return over 5 years is better than : 22.36 vs. AEPGX (-4.41).
| AEPGX | RIVAX | AEPGX / RIVAX | |
| Total Expense Ratio | 0.83 | 1.60 | 52% |
| Annual Report Gross Expense Ratio | 0.83 | 1.61 | 52% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 6.924 | 7.811 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.48 | 0.85 | 293% |
| Returns for 1 year | 4.61 | 9.81 | 47% |
| Returns for 3 years | 28.47 | 43.36 | 66% |
| Returns for 5 years | -4.41 | 22.36 | -20% |
| Returns for 10 years | 48.08 | N/A | - |
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