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PHLOX vs RIDBX
PHLOX vs RIDBX Comparison
Open Charts PHLOX vs RIDBX
Philotimo Focused Growth and Income
Price$8.91
Change-$0.07 (-0.78%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R2
Price$25.40
Change-$0.02 (-0.08%)
VolumeN/A
CapitalizationN/A
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PHLOX vs RIDBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 129B vs. PHLOX (92M). RIDBX pays higher dividends than PHLOX: RIDBX (2.85) vs PHLOX (0.85). PHLOX was incepted earlier than RIDBX: PHLOX (3 years) vs RIDBX (22 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). RIDBX annual gain was more profitable for investors over the last year : 19.66 vs. PHLOX (5.31).
| PHLOX | RIDBX | PHLOX / RIDBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 22 years | - |
| Gain YTD | 2.162 | 11.710 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92M | 129B | 0% |
| Annual Yield % from dividends | 0.85 | 2.85 | 30% |
| Returns for 1 year | 5.31 | 19.66 | 27% |
| Returns for 3 years | -8.55 | 7.31 | -117% |
| Returns for 5 years | N/A | 22.53 | - |
| Returns for 10 years | N/A | 33.51 | - |