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PHLOX vs RIEBX
PHLOX vs RIEBX Comparison
Open Charts PHLOX vs RIEBX
Philotimo Focused Growth and Income
Price$10.29
Change-$0.53 (-4.90%)
VolumeN/A
CapitalizationN/A
American Funds Income Fund of Amer R2E
Price$24.18
Change-$0.53 (-2.14%)
VolumeN/A
CapitalizationN/A
PHLOX vs RIEBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 126B vs. PHLOX (110M). RIEBX pays higher dividends than PHLOX: RIEBX (3.09) vs PHLOX (0.85). PHLOX was incepted earlier than RIEBX: PHLOX (3 years) vs RIEBX (10 years). PHLOX is a more actively managed with annual turnover of: 128.74 vs. RIEBX (40.00). RIEBX has a lower initial minimum investment than PHLOX: RIEBX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 25.15 vs. RIEBX (10.29).
| PHLOX | RIEBX | PHLOX / RIEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 10 years | - |
| Gain YTD | 23.094 | 8.968 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 126B | 0% |
| Annual Yield % from dividends | 0.85 | 3.09 | 27% |
| Returns for 1 year | 25.15 | 10.29 | 244% |
| Returns for 3 years | 8.55 | 5.13 | 167% |
| Returns for 5 years | N/A | 18.40 | - |
| Returns for 10 years | N/A | 29.71 | - |