PHLOX
Price
$11.94
Change
-$0.06 (-0.50%)
Updated
Sep 11 closing price
Net Assets
120.06M
RIDBX
Price
$27.48
Change
+$0.01 (+0.04%)
Updated
Sep 11 closing price
Net Assets
149.58B
Interact to see
Advertisement

PHLOX vs RIDBX

PHLOX vs RIDBX Comparison Chart in %
View a ticker or compare two or three
Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 150B vs. PHLOX (120M). RIDBX pays higher dividends than PHLOX: RIDBX (2.71) vs PHLOX (0.85). PHLOX was incepted earlier than RIDBX: PHLOX (5 years) vs RIDBX (24 years). PHLOX (1.45) is less costly to investors than RIDBX (1.35). PHLOX is a more actively managed with annual turnover of: 107.05 vs. RIDBX (65.00). 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 : 6.12 vs. RIDBX (4.05). PHLOX return over 5 years is better than : 23.33 vs. RIDBX (20.69).
PHLOXRIDBXPHLOX / RIDBX
Total Expense Ratio1.451.35107%
Annual Report Gross Expense Ratio1.451.35107%
Fund Existence5 years24 years-
Gain YTD1.1868.07715%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets120M150B0%
Annual Yield % from dividends0.852.7131%
Returns for 1 year6.124.05151%
Returns for 3 years41.9535.23119%
Returns for 5 years23.3320.69113%
Returns for 10 yearsN/A52.55-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ERSGX12.75N/A
N/A
Eaton Vance Small-Cap R
RRGSX96.13N/A
N/A
T. Rowe Price Growth Stock R
TISBX30.35N/A
N/A
Nuveen Small Cap Blend Idx R6
MRRGX30.49N/A
N/A
Meridian Growth Institutional
MXECX12.39N/A
N/A
Empower Core Strategies Intl Eq Instl