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AEPGX vs RIVDX
AEPGX vs RIVDX Comparison
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AEPGX vs RIVDX Comparison Chart in %
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AEPGX vs. RIVDX commentary
Jun 24, 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 Hold and RIVDX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. RIVDX (2.67B). AEPGX pays higher dividends than RIVDX: AEPGX (2.47) vs RIVDX (0.63). AEPGX was incepted earlier than RIVDX: AEPGX (42 years) vs RIVDX (7 years). RIVDX (1.61) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. RIVDX (32.00). AEPGX (250) and RIVDX (250) have matching initial minimum investment requirements. RIVDX (14.84) and AEPGX (14.21) have marching annual gain over last year. RIVDX return over 5 years is better than : 26.37 vs. AEPGX (-1.85).
| AEPGX | RIVDX | AEPGX / RIVDX | |
| 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 | 7.057 | 6.844 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.47 | 0.63 | 395% |
| Returns for 1 year | 14.21 | 14.84 | 96% |
| Returns for 3 years | 27.10 | 39.10 | 69% |
| Returns for 5 years | -1.85 | 26.37 | -7% |
| Returns for 10 years | 62.44 | N/A | - |
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