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PHLOX vs RIDFX
PHLOX vs RIDFX Comparison
Open Charts PHLOX vs RIDFX
Philotimo Focused Growth and Income
Price$9.95
Change+$0.13 (+1.32%)
VolumeN/A
Net Assets98.14M
American Funds Income Fund of Amer R5
Price$25.44
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
PHLOX vs RIDFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDFX has more cash in the bank: 128B vs. PHLOX (98.1M). RIDFX pays higher dividends than PHLOX: RIDFX (4.13) vs PHLOX (1.85). PHLOX was incepted earlier than RIDFX: PHLOX (4 years) vs RIDFX (23 years). PHLOX (1.55) is less costly to investors than RIDFX (0.31). RIDFX is a more actively managed with annual turnover of: 92.00 vs. PHLOX (76.00). RIDFX has a lower initial minimum investment than PHLOX: RIDFX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 17.72 vs. RIDFX (10.60).
| PHLOX | RIDFX | PHLOX / RIDFX | |
| Total Expense Ratio | 1.50 | 0.31 | 484% |
| Annual Report Gross Expense Ratio | 1.55 | 0.31 | 500% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -8.821 | 4.899 | -180% |
| 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 | 4.13 | 45% |
| Returns for 1 year | 17.72 | 10.60 | 167% |
| Returns for 3 years | 4.46 | 14.50 | 31% |
| Returns for 5 years | N/A | 42.47 | - |
| Returns for 10 years | N/A | 36.89 | - |