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PHLOX vs RIDHX
PHLOX vs RIDHX Comparison
Open Charts PHLOX vs RIDHX
Philotimo Focused Growth and Income
Price$9.19
Change+$0.56 (+6.49%)
VolumeN/A
Net Assets91.79M
American Funds Income Fund of Amer R5E
Price$24.27
Change+$0.89 (+3.81%)
VolumeN/A
Net Assets122.8B
PHLOX vs RIDHX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 123B vs. PHLOX (91.8M). RIDHX pays higher dividends than PHLOX: RIDHX (4.02) vs PHLOX (1.87). PHLOX was incepted earlier than RIDHX: PHLOX (4 years) vs RIDHX (9 years). PHLOX (1.55) is less costly to investors than RIDHX (0.41). RIDHX is a more actively managed with annual turnover of: 92.00 vs. PHLOX (76.00). RIDHX has a lower initial minimum investment than PHLOX: RIDHX (250) vs PHLOX (2500). RIDHX annual gain was more profitable for investors over the last year : 1.20 vs. PHLOX (-1.97).
| PHLOX | RIDHX | PHLOX / RIDHX | |
| Total Expense Ratio | 1.50 | 0.41 | 366% |
| Annual Report Gross Expense Ratio | 1.55 | 0.41 | 378% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -19.870 | -3.385 | 587% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.8M | 123B | 0% |
| Annual Yield % from dividends | 1.87 | 4.02 | 46% |
| Returns for 1 year | -1.97 | 1.20 | -164% |
| Returns for 3 years | -9.88 | 0.98 | -1,011% |
| Returns for 5 years | N/A | 31.72 | - |
| Returns for 10 years | N/A | N/A | - |
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