PHLOX
Price
$10.44
Change
+$0.07 (+0.68%)
Updated
Feb 28 closing price
Net Assets
107.76M
RIDBX
Price
$25.28
Change
-$0.03 (-0.12%)
Updated
Mar 3 closing price
Net Assets
130.05B
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PHLOX vs RIDBX

Header iconPHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBXBanner chart's image
Philotimo Focused Growth and Income
Price$10.44
Change+$0.07 (+0.68%)
VolumeN/A
Net Assets107.76M
American Funds Income Fund of Amer R2
Price$25.28
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets130.05B
PHLOX vs RIDBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 130B vs. PHLOX (108M). RIDBX pays higher dividends than PHLOX: RIDBX (2.85) vs PHLOX (0.85). PHLOX was incepted earlier than RIDBX: PHLOX (4 years) vs RIDBX (23 years). PHLOX is a more actively managed with annual turnover of: 128.74 vs. RIDBX (40.00). 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 : 22.41 vs. RIDBX (12.68).
PHLOXRIDBXPHLOX / RIDBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence4 years23 years-
Gain YTD-3.0645.327-58%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets108M130B0%
Annual Yield % from dividends0.852.8530%
Returns for 1 year22.4112.68177%
Returns for 3 years10.4810.14103%
Returns for 5 yearsN/A30.26-
Returns for 10 yearsN/A30.80-
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