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PHLOX vs RIDHX
PHLOX vs RIDHX Comparison
Open Charts PHLOX vs RIDHX
Philotimo Focused Growth and Income
Price$11.38
Change+$0.15 (+1.34%)
VolumeN/A
Net Assets111.59M
American Funds Income Fund of Amer R5E
Price$27.39
Change-$0.17 (-0.62%)
VolumeN/A
Net Assets138.69B
PHLOX vs RIDHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 139B vs. PHLOX (112M). RIDHX pays higher dividends than PHLOX: RIDHX (3.75) vs PHLOX (1.67). 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 : 32.07 vs. RIDHX (11.79).
| 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 | 5.664 | 14.675 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 139B | 0% |
| Annual Yield % from dividends | 1.67 | 3.75 | 45% |
| Returns for 1 year | 32.07 | 11.79 | 272% |
| Returns for 3 years | 37.45 | 33.24 | 113% |
| Returns for 5 years | N/A | 42.05 | - |
| Returns for 10 years | N/A | N/A | - |
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