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PHLOX vs RIEBX
PHLOX vs RIEBX Comparison
Open Charts PHLOX vs RIEBX
Philotimo Focused Growth and Income
Price$10.44
Change+$0.07 (+0.68%)
VolumeN/A
Net Assets107.76M
American Funds Income Fund of Amer R2E
Price$25.61
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets130.05B
PHLOX vs RIEBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 130B vs. PHLOX (108M). RIEBX pays higher dividends than PHLOX: RIEBX (3.09) vs PHLOX (0.85). PHLOX was incepted earlier than RIEBX: PHLOX (4 years) vs RIEBX (11 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 : 22.41 vs. RIEBX (13.05).
| PHLOX | RIEBX | PHLOX / RIEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -3.064 | 5.341 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 130B | 0% |
| Annual Yield % from dividends | 0.85 | 3.09 | 27% |
| Returns for 1 year | 22.41 | 13.05 | 172% |
| Returns for 3 years | 10.48 | 10.91 | 96% |
| Returns for 5 years | N/A | 31.75 | - |
| Returns for 10 years | N/A | 32.78 | - |
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