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CGNGX vs PHLOX
CGNGX vs PHLOX Comparison
Open Charts CGNGX vs PHLOX
American Funds Growth and Inc PortABLE-A
Price$21.40
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets20.53B
Philotimo Focused Growth and Income
Price$10.69
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets105.23M
CGNGX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CGNGX has more cash in the bank: 20.5B vs. PHLOX (105M). PHLOX pays higher dividends than CGNGX: PHLOX (1.81) vs CGNGX (1.69). CGNGX was incepted earlier than PHLOX: CGNGX (7 years) vs PHLOX (4 years). PHLOX (1.45) is less costly to investors than CGNGX (0.62). PHLOX is a more actively managed with annual turnover of: 105.51 vs. CGNGX (10.00). CGNGX has a lower initial minimum investment than PHLOX: CGNGX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 22.24 vs. CGNGX (11.42).
| CGNGX | PHLOX | CGNGX / PHLOX | |
| Total Expense Ratio | 0.57 | 1.45 | 39% |
| Annual Report Gross Expense Ratio | 0.62 | 1.45 | 43% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 12.964 | -0.743 | -1,745% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 105M | 19,524% |
| Annual Yield % from dividends | 1.69 | 1.81 | 93% |
| Returns for 1 year | 11.42 | 22.24 | 51% |
| Returns for 3 years | 40.53 | 20.99 | 193% |
| Returns for 5 years | 42.48 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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