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PHLOX vs RIDHX
PHLOX vs RIDHX Comparison
Open Charts PHLOX vs RIDHX
Philotimo Focused Growth and Income
Price$8.91
Change-$0.07 (-0.78%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R5E
Price$25.73
Change-$0.03 (-0.12%)
VolumeN/A
CapitalizationN/A
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PHLOX vs RIDHX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 129B vs. PHLOX (92M). 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). RIDHX annual gain was more profitable for investors over the last year : 20.74 vs. PHLOX (5.31).
| 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 | 2.162 | 12.457 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92M | 129B | 0% |
| Annual Yield % from dividends | 0.85 | 3.69 | 23% |
| Returns for 1 year | 5.31 | 20.74 | 26% |
| Returns for 3 years | -8.55 | 9.67 | -88% |
| Returns for 5 years | N/A | 26.54 | - |
| Returns for 10 years | N/A | N/A | - |
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