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PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$11.71
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets117.11M
American Funds Income Fund of Amer R2
Price$27.13
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets139.35B
PHLOX vs RIDBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 139B vs. PHLOX (117M). RIDBX pays higher dividends than PHLOX: RIDBX (2.90) vs PHLOX (1.53). PHLOX was incepted earlier than RIDBX: PHLOX (4 years) vs RIDBX (23 years). PHLOX (1.45) 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 : 34.36 vs. RIDBX (9.68).
| PHLOX | RIDBX | PHLOX / RIDBX | |
| Total Expense Ratio | 1.45 | 1.36 | 107% |
| Annual Report Gross Expense Ratio | 1.45 | 1.36 | 107% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 8.728 | 14.478 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 139B | 0% |
| Annual Yield % from dividends | 1.53 | 2.90 | 53% |
| Returns for 1 year | 34.36 | 9.68 | 355% |
| Returns for 3 years | 50.66 | 37.01 | 137% |
| Returns for 5 years | N/A | 37.66 | - |
| Returns for 10 years | N/A | 51.60 | - |
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