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PHLOX vs RIDHX
PHLOX vs RIDHX Comparison
Open Charts PHLOX vs RIDHX
Philotimo Focused Growth and Income
Price$11.71
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets117.11M
American Funds Income Fund of Amer R5E
Price$27.53
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets139.35B
PHLOX vs RIDHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 139B vs. PHLOX (117M). RIDHX pays higher dividends than PHLOX: RIDHX (3.72) vs PHLOX (1.53). PHLOX was incepted earlier than RIDHX: PHLOX (4 years) vs RIDHX (10 years). PHLOX (1.45) is less costly to investors than RIDHX (0.41). PHLOX is a more actively managed with annual turnover of: 105.51 vs. RIDHX (92.00). RIDHX has a lower initial minimum investment than PHLOX: RIDHX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 34.36 vs. RIDHX (10.76).
| PHLOX | RIDHX | PHLOX / RIDHX | |
| Total Expense Ratio | 1.45 | 0.41 | 354% |
| Annual Report Gross Expense Ratio | 1.45 | 0.41 | 354% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 8.728 | 15.305 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 139B | 0% |
| Annual Yield % from dividends | 1.53 | 3.72 | 41% |
| Returns for 1 year | 34.36 | 10.76 | 319% |
| Returns for 3 years | 50.66 | 40.82 | 124% |
| Returns for 5 years | N/A | 43.21 | - |
| Returns for 10 years | N/A | N/A | - |
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