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IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$27.27
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets137.8B
Philotimo Focused Growth and Income
Price$11.54
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets115.72M
IFAFX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 138B vs. PHLOX (116M). IFAFX pays higher dividends than PHLOX: IFAFX (3.53) vs PHLOX (1.51). IFAFX was incepted earlier than PHLOX: IFAFX (25 years) vs PHLOX (4 years). PHLOX (1.45) is less costly to investors than IFAFX (0.63). 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 : 27.93 vs. IFAFX (9.81).
| IFAFX | PHLOX | IFAFX / PHLOX | |
| Total Expense Ratio | 0.63 | 1.45 | 43% |
| Annual Report Gross Expense Ratio | 0.63 | 1.45 | 43% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 14.219 | 7.149 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 116M | 118,966% |
| Annual Yield % from dividends | 3.53 | 1.51 | 234% |
| Returns for 1 year | 9.81 | 27.93 | 35% |
| Returns for 3 years | 28.17 | 32.51 | 87% |
| Returns for 5 years | 35.29 | N/A | - |
| Returns for 10 years | 53.94 | N/A | - |
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