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AEPGX vs RIVLX
AEPGX vs RIVLX Comparison
Open Charts AEPGX vs RIVLX
AEPGX vs RIVLX Comparison Chart in %
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AEPGX vs. RIVLX commentary
Jun 13, 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 RIVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. RIVLX (2.67B). AEPGX pays higher dividends than RIVLX: AEPGX (2.47) vs RIVLX (1.36). AEPGX was incepted earlier than RIVLX: AEPGX (42 years) vs RIVLX (7 years). AEPGX (0.83) is less costly to investors than RIVLX (0.60). AEPGX is a more actively managed with annual turnover of: 50.00 vs. RIVLX (32.00). AEPGX (250) and RIVLX (250) have matching initial minimum investment requirements. AEPGX annual gain was more profitable for investors over the last year : 14.19 vs. RIVLX (11.77). RIVLX return over 5 years is better than : 29.28 vs. AEPGX (-4.66).
| AEPGX | RIVLX | AEPGX / RIVLX | |
| Total Expense Ratio | 0.83 | 0.59 | 141% |
| Annual Report Gross Expense Ratio | 0.83 | 0.60 | 138% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 9.436 | 5.847 | 161% |
| 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 | 1.36 | 182% |
| Returns for 1 year | 14.19 | 11.77 | 121% |
| Returns for 3 years | 27.97 | 39.90 | 70% |
| Returns for 5 years | -4.66 | 29.28 | -16% |
| Returns for 10 years | 62.45 | N/A | - |
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