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AEPGX vs RIVJX
AEPGX vs RIVJX Comparison
Open Charts AEPGX vs RIVJX
AEPGX vs RIVJX Comparison Chart in %
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AEPGX vs. RIVJX 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 RIVJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. RIVJX (2.67B). AEPGX pays higher dividends than RIVJX: AEPGX (2.47) vs RIVJX (1.31). AEPGX was incepted earlier than RIVJX: AEPGX (42 years) vs RIVJX (7 years). AEPGX (0.83) is less costly to investors than RIVJX (0.75). AEPGX is a more actively managed with annual turnover of: 50.00 vs. RIVJX (32.00). AEPGX (250) and RIVJX (250) have matching initial minimum investment requirements. RIVJX annual gain was more profitable for investors over the last year : 15.94 vs. AEPGX (10.63). RIVJX return over 5 years is better than : 31.92 vs. AEPGX (-5.44).
| AEPGX | RIVJX | AEPGX / RIVJX | |
| Total Expense Ratio | 0.83 | 0.69 | 120% |
| Annual Report Gross Expense Ratio | 0.83 | 0.75 | 111% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 3.966 | 7.246 | 55% |
| 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 | 1.31 | 189% |
| Returns for 1 year | 10.63 | 15.94 | 67% |
| Returns for 3 years | 23.43 | 42.92 | 55% |
| Returns for 5 years | -5.44 | 31.92 | -17% |
| Returns for 10 years | 57.75 | N/A | - |
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