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IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$25.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets128.01B
Philotimo Focused Growth and Income
Price$9.95
Change+$0.13 (+1.32%)
VolumeN/A
Net Assets98.14M
IFAFX vs PHLOX Comparison Chart
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FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 128B vs. PHLOX (98.1M). IFAFX pays higher dividends than PHLOX: IFAFX (3.81) vs PHLOX (1.85). IFAFX was incepted earlier than PHLOX: IFAFX (24 years) vs PHLOX (4 years). PHLOX (1.55) is less costly to investors than IFAFX (0.65). IFAFX is a more actively managed with annual turnover of: 92.00 vs. PHLOX (76.00). 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 : 17.72 vs. IFAFX (10.04).
| IFAFX | PHLOX | IFAFX / PHLOX | |
| Total Expense Ratio | 0.65 | 1.50 | 43% |
| Annual Report Gross Expense Ratio | 0.65 | 1.55 | 42% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 4.830 | -8.821 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 98.1M | 130,479% |
| Annual Yield % from dividends | 3.81 | 1.85 | 207% |
| Returns for 1 year | 10.04 | 17.72 | 57% |
| Returns for 3 years | 15.53 | 4.46 | 348% |
| Returns for 5 years | 40.71 | N/A | - |
| Returns for 10 years | 35.19 | N/A | - |