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IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
IFAFX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 147B vs. PHLOX (132M). IFAFX pays higher dividends than PHLOX: IFAFX (3.44) vs PHLOX (0.78). IFAFX was incepted earlier than PHLOX: IFAFX (25 years) vs PHLOX (5 years). PHLOX (1.45) is less costly to investors than IFAFX (0.63). PHLOX is a more actively managed with annual turnover of: 105.51 vs. IFAFX (65.00). 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 : 27.55 vs. IFAFX (6.87).
| 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 | 5 years | - |
| Gain YTD | 6.828 | 9.407 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 132M | 111,364% |
| Annual Yield % from dividends | 3.44 | 0.78 | 441% |
| Returns for 1 year | 6.87 | 27.55 | 25% |
| Returns for 3 years | 36.71 | 53.13 | 69% |
| Returns for 5 years | 23.08 | N/A | - |
| Returns for 10 years | 56.04 | N/A | - |
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