Interact to see
Advertisement
Advertisement
PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$9.88
Change+$0.07 (+0.71%)
VolumeN/A
Net Assets98.51M
American Funds Income Fund of Amer R2
Price$25.80
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets132.22B
PHLOX vs RIDBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 132B vs. PHLOX (98.5M). RIDBX pays higher dividends than PHLOX: RIDBX (3.08) vs PHLOX (1.80). 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 : 18.44 vs. RIDBX (11.66).
| 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 | -8.264 | 8.396 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.5M | 132B | 0% |
| Annual Yield % from dividends | 1.80 | 3.08 | 58% |
| Returns for 1 year | 18.44 | 11.66 | 158% |
| Returns for 3 years | 17.80 | 22.67 | 79% |
| Returns for 5 years | N/A | 36.97 | - |
| Returns for 10 years | N/A | 36.66 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPSB | 30.07 | 0.05 | +0.17% |
| SPDR® Portfolio Short Term Corp Bd ETF | |||
| GNMA | 43.45 | -0.02 | -0.05% |
| iShares GNMA Bond ETF | |||
| MSTB | 35.97 | -0.05 | -0.14% |
| LHA Market State Tactical Beta ETF | |||
| PYN | 5.25 | -0.01 | -0.19% |
| PIMCO New York Municipal Income Fund III | |||
| YINN | 37.52 | -0.76 | -1.99% |
| Direxion Daily FTSE China Bull 3X ETF | |||