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PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$9.95
Change+$0.13 (+1.32%)
VolumeN/A
Net Assets98.14M
American Funds Income Fund of Amer R2
Price$25.01
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
PHLOX vs RIDBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 128B vs. PHLOX (98.1M). RIDBX pays higher dividends than PHLOX: RIDBX (3.17) vs PHLOX (1.85). 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). PHLOX annual gain was more profitable for investors over the last year : 17.59 vs. RIDBX (9.41).
| 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 | -8.821 | 4.540 | -194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 128B | 0% |
| Annual Yield % from dividends | 1.85 | 3.17 | 58% |
| Returns for 1 year | 17.59 | 9.41 | 187% |
| Returns for 3 years | 11.64 | 11.51 | 101% |
| Returns for 5 years | N/A | 36.82 | - |
| Returns for 10 years | N/A | 29.67 | - |