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PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$10.27
Change-$0.21 (-2.00%)
VolumeN/A
Net Assets102.57M
American Funds Income Fund of Amer R2
Price$26.33
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets134.9B
PHLOX vs RIDBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 135B vs. PHLOX (103M). RIDBX pays higher dividends than PHLOX: RIDBX (3.00) vs PHLOX (1.79). 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). 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 : 20.56 vs. RIDBX (12.08).
| 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 | -4.643 | 10.623 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 135B | 0% |
| Annual Yield % from dividends | 1.79 | 3.00 | 60% |
| Returns for 1 year | 20.56 | 12.08 | 170% |
| Returns for 3 years | 25.97 | 25.19 | 103% |
| Returns for 5 years | N/A | 39.12 | - |
| Returns for 10 years | N/A | 40.84 | - |
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