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PHLOX vs RGNGX
PHLOX vs RGNGX Comparison
Open Charts PHLOX vs RGNGX
Philotimo Focused Growth and Income
Price$12.13
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets118.39M
American Funds Growth and Inc Port R6
Price$22.23
Change+$0.16 (+0.72%)
VolumeN/A
Net Assets21.69B
PHLOX vs RGNGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGNGX has more cash in the bank: 21.7B vs. PHLOX (118M). RGNGX pays higher dividends than PHLOX: RGNGX (1.85) vs PHLOX (1.51). PHLOX was incepted earlier than RGNGX: PHLOX (4 years) vs RGNGX (14 years). PHLOX (1.45) is less costly to investors than RGNGX (0.34). PHLOX is a more actively managed with annual turnover of: 105.51 vs. RGNGX (10.00). RGNGX has a lower initial minimum investment than PHLOX: RGNGX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 24.43 vs. RGNGX (12.56).
| PHLOX | RGNGX | PHLOX / RGNGX | |
| Total Expense Ratio | 1.45 | 0.34 | 426% |
| Annual Report Gross Expense Ratio | 1.45 | 0.34 | 426% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 12.628 | 17.809 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 21.7B | 1% |
| Annual Yield % from dividends | 1.51 | 1.85 | 81% |
| Returns for 1 year | 24.43 | 12.56 | 194% |
| Returns for 3 years | 38.82 | 45.23 | 86% |
| Returns for 5 years | N/A | 38.84 | - |
| Returns for 10 years | N/A | 79.28 | - |
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