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IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$27.13
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets136.58B
Philotimo Focused Growth and Income
Price$10.69
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets105.23M
IFAFX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 137B vs. PHLOX (105M). IFAFX pays higher dividends than PHLOX: IFAFX (3.63) vs PHLOX (1.81). IFAFX was incepted earlier than PHLOX: IFAFX (24 years) vs PHLOX (4 years). PHLOX (1.45) is less costly to investors than IFAFX (0.65). PHLOX is a more actively managed with annual turnover of: 105.51 vs. IFAFX (92.00). IFAFX has a lower initial minimum investment than PHLOX: IFAFX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 22.24 vs. IFAFX (10.37).
| IFAFX | PHLOX | IFAFX / PHLOX | |
| Total Expense Ratio | 0.65 | 1.45 | 45% |
| Annual Report Gross Expense Ratio | 0.65 | 1.45 | 45% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 12.949 | -0.743 | -1,743% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 105M | 130,476% |
| Annual Yield % from dividends | 3.63 | 1.81 | 201% |
| Returns for 1 year | 10.37 | 22.24 | 47% |
| Returns for 3 years | 26.08 | 20.99 | 124% |
| Returns for 5 years | 37.44 | N/A | - |
| Returns for 10 years | 56.87 | N/A | - |
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