PHLOX
Price
$12.81
Change
-$0.22 (-1.69%)
Updated
Jul 29 closing price
Net Assets
131.16M
RIDBX
Price
$27.38
Change
-$0.12 (-0.44%)
Updated
Jul 29 closing price
Net Assets
145.28B
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: 145B vs. PHLOX (131M). RIDBX pays higher dividends than PHLOX: RIDBX (2.81) vs PHLOX (0.78). 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 : 29.22 vs. RIDBX (6.89).
PHLOXRIDBXPHLOX / RIDBX
Total Expense Ratio1.451.35107%
Annual Report Gross Expense Ratio1.451.35107%
Fund Existence5 years24 years-
Gain YTD8.5597.684111%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets131M145B0%
Annual Yield % from dividends0.782.8128%
Returns for 1 year29.226.89424%
Returns for 3 years48.3731.12155%
Returns for 5 yearsN/A20.72-
Returns for 10 yearsN/A49.03-
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 %
JLCAX23.31N/A
N/A
JPMorgan US Large Cap Core Plus A
OSPAX10.85N/A
N/A
Invesco SteelPath MLP Alpha R6
MEGRX154.95N/A
N/A
MFS Growth R2
EKGIX44.36N/A
N/A
Allspring Special Global Small Cap Inst
RREYX33.74-0.12
-0.35%
Russell Inv Global Real Estate Secs Y