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IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$27.49
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.35B
Philotimo Focused Growth and Income
Price$11.71
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets117.11M
IFAFX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 139B vs. PHLOX (117M). IFAFX pays higher dividends than PHLOX: IFAFX (3.52) vs PHLOX (1.53). IFAFX was incepted earlier than PHLOX: IFAFX (25 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 : 34.36 vs. IFAFX (10.53).
| IFAFX | PHLOX | IFAFX / PHLOX | |
| Total Expense Ratio | 0.65 | 1.45 | 45% |
| Annual Report Gross Expense Ratio | 0.65 | 1.45 | 45% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 15.140 | 8.728 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 117M | 118,803% |
| Annual Yield % from dividends | 3.52 | 1.53 | 230% |
| Returns for 1 year | 10.53 | 34.36 | 31% |
| Returns for 3 years | 39.87 | 50.66 | 79% |
| Returns for 5 years | 41.93 | N/A | - |
| Returns for 10 years | 57.89 | N/A | - |
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