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AEPFX vs RIVIX
AEPFX vs RIVIX Comparison
Open Charts AEPFX vs RIVIX
American Funds EUPAC F2
Price$63.77
Change-$1.68 (-2.57%)
VolumeN/A
Net Assets134.63B
American Funds International Vntg R-3
Price$20.16
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets2.57B
AEPFX vs RIVIX Comparison Chart in %
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AEPFX vs. RIVIX commentary
Feb 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. RIVIX (2.57B). AEPFX pays higher dividends than RIVIX: AEPFX (2.77) vs RIVIX (0.95). AEPFX was incepted earlier than RIVIX: AEPFX (18 years) vs RIVIX (6 years). RIVIX (1.25) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. RIVIX (32.00). AEPFX (250) and RIVIX (250) have matching initial minimum investment requirements. RIVIX annual gain was more profitable for investors over the last year : 24.82 vs. AEPFX (17.12). RIVIX return over 5 years is better than : 32.25 vs. AEPFX (-1.31).
| AEPFX | RIVIX | AEPFX / RIVIX | |
| Total Expense Ratio | 0.58 | 1.19 | 49% |
| Annual Report Gross Expense Ratio | 0.58 | 1.25 | 46% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 5.766 | 4.852 | 119% |
| 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 | 2.77 | 0.95 | 292% |
| Returns for 1 year | 17.12 | 24.82 | 69% |
| Returns for 3 years | 26.70 | 40.23 | 66% |
| Returns for 5 years | -1.31 | 32.25 | -4% |
| Returns for 10 years | 76.54 | N/A | - |
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