Interact to see
Advertisement
Advertisement
IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$26.22
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets131.88B
Philotimo Focused Growth and Income
Price$10.03
Change+$0.07 (+0.70%)
VolumeN/A
Net Assets99.31M
IFAFX vs PHLOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 132B vs. PHLOX (99.3M). IFAFX pays higher dividends than PHLOX: IFAFX (3.70) vs PHLOX (1.80). 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 : 17.33 vs. IFAFX (12.59).
| 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 | 8.470 | -7.521 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 99.3M | 132,931% |
| Annual Yield % from dividends | 3.70 | 1.80 | 205% |
| Returns for 1 year | 12.59 | 17.33 | 73% |
| Returns for 3 years | 15.26 | 10.89 | 140% |
| Returns for 5 years | 36.06 | N/A | - |
| Returns for 10 years | 42.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement