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IFACX vs PHLOX
IFACX vs PHLOX Comparison
Open Charts IFACX vs PHLOX
American Funds Income Fund of Amer C
Price$26.98
Change-$0.11 (-0.41%)
VolumeN/A
Net Assets138.69B
Philotimo Focused Growth and Income
Price$11.38
Change+$0.15 (+1.34%)
VolumeN/A
Net Assets111.59M
IFACX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
IFACX has more cash in the bank: 139B vs. PHLOX (112M). IFACX pays higher dividends than PHLOX: IFACX (2.97) vs PHLOX (1.67). IFACX was incepted earlier than PHLOX: IFACX (25 years) vs PHLOX (4 years). PHLOX (1.45) is less costly to investors than IFACX (1.33). PHLOX is a more actively managed with annual turnover of: 105.51 vs. IFACX (92.00). IFACX has a lower initial minimum investment than PHLOX: IFACX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 32.07 vs. IFACX (10.73).
| IFACX | PHLOX | IFACX / PHLOX | |
| Total Expense Ratio | 1.33 | 1.45 | 92% |
| Annual Report Gross Expense Ratio | 1.33 | 1.45 | 92% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 13.931 | 5.664 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 112M | 124,107% |
| Annual Yield % from dividends | 2.97 | 1.67 | 177% |
| Returns for 1 year | 10.73 | 32.07 | 33% |
| Returns for 3 years | 29.77 | 37.45 | 80% |
| Returns for 5 years | 36.76 | N/A | - |
| Returns for 10 years | 55.42 | N/A | - |
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