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PHLOX vs RIDHX
PHLOX vs RIDHX Comparison
Open Charts PHLOX vs RIDHX
Philotimo Focused Growth and Income
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets114.41M
American Funds Income Fund of Amer R5E
Price$25.24
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets127.65B
PHLOX vs RIDHX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 128B vs. PHLOX (114M). RIDHX pays higher dividends than PHLOX: RIDHX (3.69) vs PHLOX (0.85). PHLOX was incepted earlier than RIDHX: PHLOX (3 years) vs RIDHX (9 years). PHLOX is a more actively managed with annual turnover of: 128.74 vs. RIDHX (40.00). 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 : 31.08 vs. RIDHX (13.02).
| PHLOX | RIDHX | PHLOX / RIDHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 2.600 | 3.570 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 128B | 0% |
| Annual Yield % from dividends | 0.85 | 3.69 | 23% |
| Returns for 1 year | 31.08 | 13.02 | 239% |
| Returns for 3 years | 17.30 | 8.33 | 208% |
| Returns for 5 years | N/A | 24.62 | - |
| Returns for 10 years | N/A | N/A | - |