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FGIIX vs PHLOX
FGIIX vs PHLOX Comparison
Open Charts FGIIX vs PHLOX
American Funds Growth and Inc 529-F-3
Price$20.91
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
FGIIX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGIIX has more cash in the bank: 20.4B vs. PHLOX (99.6M). FGIIX (1.90) and PHLOX (1.81) have matching dividends . FGIIX was incepted earlier than PHLOX: FGIIX (5 years) vs PHLOX (4 years). PHLOX (1.55) is less costly to investors than FGIIX (0.39). PHLOX is a more actively managed with annual turnover of: 105.51 vs. FGIIX (10.00). FGIIX has a lower initial minimum investment than PHLOX: FGIIX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 19.60 vs. FGIIX (16.24).
| FGIIX | PHLOX | FGIIX / PHLOX | |
| Total Expense Ratio | 0.39 | 1.50 | 26% |
| Annual Report Gross Expense Ratio | 0.39 | 1.55 | 25% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 10.664 | -7.149 | -149% |
| Front Load | N/A | 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 | 1.90 | 1.81 | 105% |
| Returns for 1 year | 16.24 | 19.60 | 83% |
| Returns for 3 years | 36.37 | 13.18 | 276% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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