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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
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 AEPGX is a Buy 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 (2.56) 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 : 14.57 vs. AEPGX (8.28). RIVDX return over 5 years is better than : 26.30 vs. AEPGX (-3.18).
| 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 | 3.933 | 7.398 | 53% |
| 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 | 2.56 | 0.62 | 416% |
| Returns for 1 year | 8.28 | 14.57 | 57% |
| Returns for 3 years | 18.54 | 36.41 | 51% |
| Returns for 5 years | -3.18 | 26.30 | -12% |
| Returns for 10 years | 46.68 | N/A | - |
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