Interact to see
Advertisement
Advertisement
AEPGX vs RIVDX
AEPGX vs RIVDX Comparison
Open Charts AEPGX vs RIVDX
AEPGX vs RIVDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. RIVDX 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 AEPGX is a Hold and RIVDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. RIVDX (2.69B). AEPGX pays higher dividends than RIVDX: AEPGX (2.53) vs RIVDX (0.62). 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 annual gain was more profitable for investors over the last year : 9.82 vs. AEPGX (5.55). RIVDX return over 5 years is better than : 23.02 vs. AEPGX (-5.69).
| 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 | 2.578 | 5.033 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.53 | 0.62 | 408% |
| Returns for 1 year | 5.55 | 9.82 | 56% |
| Returns for 3 years | 16.83 | 32.33 | 52% |
| Returns for 5 years | -5.69 | 23.02 | -25% |
| Returns for 10 years | 45.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers