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PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$10.29
Change-$0.53 (-4.90%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R2
Price$23.87
Change-$0.53 (-2.17%)
VolumeN/A
CapitalizationN/A
PHLOX vs RIDBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 126B vs. PHLOX (110M). RIDBX pays higher dividends than PHLOX: RIDBX (2.85) vs PHLOX (0.85). PHLOX was incepted earlier than RIDBX: PHLOX (3 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 : 25.15 vs. RIDBX (10.01).
| PHLOX | RIDBX | PHLOX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 23.094 | 8.673 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 126B | 0% |
| Annual Yield % from dividends | 0.85 | 2.85 | 30% |
| Returns for 1 year | 25.15 | 10.01 | 251% |
| Returns for 3 years | 8.55 | 4.40 | 194% |
| Returns for 5 years | N/A | 17.11 | - |
| Returns for 10 years | N/A | 27.73 | - |