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IFACX vs PHLOX
IFACX vs PHLOX Comparison
Open Charts IFACX vs PHLOX
American Funds Income Fund of Amer C
Price$26.08
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets133.76B
Philotimo Focused Growth and Income
Price$9.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets98.91M
IFACX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
IFACX has more cash in the bank: 134B vs. PHLOX (98.9M). IFACX pays higher dividends than PHLOX: IFACX (3.10) vs PHLOX (1.80). IFACX was incepted earlier than PHLOX: IFACX (24 years) vs PHLOX (4 years). PHLOX (1.55) 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 : 17.99 vs. IFACX (13.67).
| IFACX | PHLOX | IFACX / PHLOX | |
| Total Expense Ratio | 1.33 | 1.50 | 89% |
| Annual Report Gross Expense Ratio | 1.33 | 1.55 | 86% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 9.683 | -8.078 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 98.9M | 135,490% |
| Annual Yield % from dividends | 3.10 | 1.80 | 172% |
| Returns for 1 year | 13.67 | 17.99 | 76% |
| Returns for 3 years | 23.01 | 17.91 | 128% |
| Returns for 5 years | 41.72 | N/A | - |
| Returns for 10 years | 42.09 | N/A | - |
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