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PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$11.34
Change-$0.20 (-1.73%)
VolumeN/A
Net Assets114.95M
American Funds Income Fund of Amer R2
Price$26.83
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets137.64B
PHLOX vs RIDBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 138B vs. PHLOX (115M). RIDBX pays higher dividends than PHLOX: RIDBX (2.92) vs PHLOX (1.51). PHLOX was incepted earlier than RIDBX: PHLOX (4 years) vs RIDBX (23 years). PHLOX (1.45) is less costly to investors than RIDBX (1.35). 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 : 23.96 vs. RIDBX (8.89).
| PHLOX | RIDBX | PHLOX / RIDBX | |
| Total Expense Ratio | 1.45 | 1.35 | 107% |
| Annual Report Gross Expense Ratio | 1.45 | 1.35 | 107% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 5.292 | 13.212 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 138B | 0% |
| Annual Yield % from dividends | 1.51 | 2.92 | 52% |
| Returns for 1 year | 23.96 | 8.89 | 269% |
| Returns for 3 years | 30.22 | 25.22 | 120% |
| Returns for 5 years | N/A | 31.29 | - |
| Returns for 10 years | N/A | 47.48 | - |
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