Interact to see
Advertisement
Advertisement
AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
American Funds EUPAC F2
Price$63.01
Change-$0.22 (-0.35%)
VolumeN/A
Net Assets134.63B
American Funds International Vntg R-3
Price$20.79
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets2.57B
AEPFX vs RIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. RIVIX commentary
Jan 15, 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 AEPFX is a Hold and RIVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. RIVIX (2.57B). AEPFX pays higher dividends than RIVIX: AEPFX (2.91) vs RIVIX (0.99). AEPFX was incepted earlier than RIVIX: AEPFX (17 years) vs RIVIX (6 years). RIVIX (1.23) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. RIVIX (20.00). AEPFX (250) and RIVIX (250) have matching initial minimum investment requirements. RIVIX annual gain was more profitable for investors over the last year : 31.40 vs. AEPFX (21.84). RIVIX return over 5 years is better than : 29.47 vs. AEPFX (-3.31).
| AEPFX | RIVIX | AEPFX / RIVIX | |
| Total Expense Ratio | 0.58 | 1.20 | 48% |
| Annual Report Gross Expense Ratio | 0.58 | 1.23 | 47% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 4.408 | 4.002 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.57B | 5,247% |
| Annual Yield % from dividends | 2.91 | 0.99 | 294% |
| Returns for 1 year | 21.84 | 31.40 | 70% |
| Returns for 3 years | 27.81 | 41.76 | 67% |
| Returns for 5 years | -3.31 | 29.47 | -11% |
| Returns for 10 years | 74.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ILLLX | 30.05 | 0.24 | +0.81% |
| Transamerica Capital Growth C | |||
| MSCLX | 18.15 | 0.04 | +0.22% |
| MassMutual Small Cap Opps Adm | |||
| RYYCX | 191.96 | 0.05 | +0.03% |
| Rydex S&P SmallCap 600 Pure Value C | |||
| QSMRX | 22.54 | -0.04 | -0.18% |
| AQR Small Cap Momentum Style R6 | |||
| PWJAX | 35.59 | -0.19 | -0.53% |
| PGIM Jennison International Opps A | |||