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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
Sep 09, 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 RIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. RIVGX (2.69B). AEPGX pays higher dividends than RIVGX: AEPGX (2.48) vs RIVGX (1.36). 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 : 13.43 vs. AEPGX (7.92). RIVGX return over 5 years is better than : 30.57 vs. AEPGX (-3.14).
| 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 | 8.561 | 10.188 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.69B | 5,089% |
| Annual Yield % from dividends | 2.48 | 1.36 | 183% |
| Returns for 1 year | 7.92 | 13.43 | 59% |
| Returns for 3 years | 30.56 | 49.87 | 61% |
| Returns for 5 years | -3.14 | 30.57 | -10% |
| Returns for 10 years | 48.26 | N/A | - |
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