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IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$24.23
Change+$0.89 (+3.81%)
VolumeN/A
Net Assets118.26B
Philotimo Focused Growth and Income
Price$9.19
Change+$0.56 (+6.49%)
VolumeN/A
Net Assets91.79M
IFAFX vs PHLOX Comparison Chart
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FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 118B vs. PHLOX (91.8M). IFAFX pays higher dividends than PHLOX: IFAFX (3.80) vs PHLOX (1.87). 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). IFAFX annual gain was more profitable for investors over the last year : 0.97 vs. PHLOX (-1.97).
| 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 | -3.444 | -19.870 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 91.8M | 128,540% |
| Annual Yield % from dividends | 3.80 | 1.87 | 203% |
| Returns for 1 year | 0.97 | -1.97 | -49% |
| Returns for 3 years | 0.38 | -9.88 | -4% |
| Returns for 5 years | 30.57 | N/A | - |
| Returns for 10 years | 24.86 | N/A | - |
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