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PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$9.19
Change+$0.56 (+6.49%)
VolumeN/A
Net Assets91.79M
American Funds Income Fund of Amer R2
Price$23.93
Change+$0.88 (+3.82%)
VolumeN/A
Net Assets122.8B
PHLOX vs RIDBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 123B vs. PHLOX (91.8M). RIDBX pays higher dividends than PHLOX: RIDBX (3.16) vs PHLOX (1.87). PHLOX was incepted earlier than RIDBX: PHLOX (4 years) vs RIDBX (23 years). PHLOX (1.55) is less costly to investors than RIDBX (1.36). RIDBX is a more actively managed with annual turnover of: 92.00 vs. PHLOX (76.00). RIDBX has a lower initial minimum investment than PHLOX: RIDBX (250) vs PHLOX (2500). RIDBX annual gain was more profitable for investors over the last year : 0.23 vs. PHLOX (-1.97).
| PHLOX | RIDBX | PHLOX / RIDBX | |
| Total Expense Ratio | 1.50 | 1.36 | 110% |
| Annual Report Gross Expense Ratio | 1.55 | 1.36 | 114% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -19.870 | -3.614 | 550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.8M | 123B | 0% |
| Annual Yield % from dividends | 1.87 | 3.16 | 59% |
| Returns for 1 year | -1.97 | 0.23 | -841% |
| Returns for 3 years | -9.88 | -1.40 | 707% |
| Returns for 5 years | N/A | 27.03 | - |
| Returns for 10 years | N/A | 20.32 | - |
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