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AEPGX vs RIVGX
AEPGX vs RIVGX Comparison
Open Charts AEPGX vs RIVGX
AEPGX vs RIVGX Comparison Chart in %
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AEPGX vs. RIVGX commentary
Jul 08, 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 RIVGX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. RIVGX (2.67B). AEPGX pays higher dividends than RIVGX: AEPGX (2.53) vs RIVGX (1.40). AEPGX was incepted earlier than RIVGX: AEPGX (42 years) vs RIVGX (7 years). AEPGX (0.83) is less costly to investors than RIVGX (0.55). AEPGX is a more actively managed with annual turnover of: 50.00 vs. RIVGX (32.00). AEPGX (250) and RIVGX (250) have matching initial minimum investment requirements. RIVGX annual gain was more profitable for investors over the last year : 13.79 vs. AEPGX (9.06). RIVGX return over 5 years is better than : 34.17 vs. AEPGX (-0.88).
| AEPGX | RIVGX | AEPGX / RIVGX | |
| Total Expense Ratio | 0.83 | 0.54 | 154% |
| Annual Report Gross Expense Ratio | 0.83 | 0.55 | 151% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 5.801 | 8.655 | 67% |
| 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 | 2.53 | 1.40 | 181% |
| Returns for 1 year | 9.06 | 13.79 | 66% |
| Returns for 3 years | 26.29 | 46.47 | 57% |
| Returns for 5 years | -0.88 | 34.17 | -3% |
| Returns for 10 years | 56.48 | N/A | - |
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