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PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$10.69
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets105.23M
American Funds Income Fund of Amer R2
Price$26.75
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets136.58B
PHLOX vs RIDBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 137B vs. PHLOX (105M). RIDBX pays higher dividends than PHLOX: RIDBX (3.02) vs PHLOX (1.81). PHLOX was incepted earlier than RIDBX: PHLOX (4 years) vs RIDBX (23 years). PHLOX (1.45) is less costly to investors than RIDBX (1.36). PHLOX is a more actively managed with annual turnover of: 105.51 vs. RIDBX (92.00). RIDBX has a lower initial minimum investment than PHLOX: RIDBX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 22.24 vs. RIDBX (9.53).
| PHLOX | RIDBX | PHLOX / RIDBX | |
| Total Expense Ratio | 1.45 | 1.36 | 107% |
| Annual Report Gross Expense Ratio | 1.45 | 1.36 | 107% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -0.743 | 12.387 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 137B | 0% |
| Annual Yield % from dividends | 1.81 | 3.02 | 60% |
| Returns for 1 year | 22.24 | 9.53 | 233% |
| Returns for 3 years | 20.99 | 23.65 | 89% |
| Returns for 5 years | N/A | 33.45 | - |
| Returns for 10 years | N/A | 50.88 | - |
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