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PHLOX vs RIDCX
PHLOX vs RIDCX Comparison
Open Charts PHLOX vs RIDCX
Philotimo Focused Growth and Income
Price$9.95
Change+$0.13 (+1.32%)
VolumeN/A
Net Assets98.14M
American Funds Income Fund of Amer R3
Price$25.30
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
PHLOX vs RIDCX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 128B vs. PHLOX (98.1M). RIDCX pays higher dividends than PHLOX: RIDCX (3.56) vs PHLOX (1.85). PHLOX was incepted earlier than RIDCX: PHLOX (4 years) vs RIDCX (23 years). PHLOX (1.55) is less costly to investors than RIDCX (0.91). RIDCX is a more actively managed with annual turnover of: 92.00 vs. PHLOX (76.00). RIDCX has a lower initial minimum investment than PHLOX: RIDCX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 17.72 vs. RIDCX (9.90).
| PHLOX | RIDCX | PHLOX / RIDCX | |
| Total Expense Ratio | 1.50 | 0.91 | 165% |
| Annual Report Gross Expense Ratio | 1.55 | 0.91 | 170% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -8.821 | 4.685 | -188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 128B | 0% |
| Annual Yield % from dividends | 1.85 | 3.56 | 52% |
| Returns for 1 year | 17.72 | 9.90 | 179% |
| Returns for 3 years | 4.46 | 12.83 | 35% |
| Returns for 5 years | N/A | 39.30 | - |
| Returns for 10 years | N/A | 32.91 | - |
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