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CGNGX vs PHLOX
CGNGX vs PHLOX Comparison
Open Charts CGNGX vs PHLOX
American Funds Growth and Inc PortABLE-A
Price$20.94
Change-$0.10 (-0.48%)
VolumeN/A
Net Assets20.37B
Philotimo Focused Growth and Income
Price$10.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets99.6M
CGNGX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CGNGX has more cash in the bank: 20.4B vs. PHLOX (99.6M). 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 (1.55) 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 : 19.60 vs. CGNGX (16.02).
| CGNGX | PHLOX | CGNGX / PHLOX | |
| Total Expense Ratio | 0.57 | 1.50 | 38% |
| Annual Report Gross Expense Ratio | 0.62 | 1.55 | 40% |
| Fund Existence | 7 years | 4 years | - |
| Gain YTD | 10.536 | -7.149 | -147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4B | 99.6M | 20,482% |
| Annual Yield % from dividends | 1.69 | 1.81 | 93% |
| Returns for 1 year | 16.02 | 19.60 | 82% |
| Returns for 3 years | 35.66 | 13.18 | 271% |
| Returns for 5 years | 43.16 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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