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PHLOX vs RIEBX
PHLOX vs RIEBX Comparison
Open Charts PHLOX vs RIEBX
Philotimo Focused Growth and Income
Price$11.10
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets114.41M
American Funds Income Fund of Amer R2E
Price$25.19
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets127.65B
PHLOX vs RIEBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 128B vs. PHLOX (114M). 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 : 31.08 vs. RIEBX (12.26).
| 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 | 2.600 | 3.492 | 74% |
| 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 | 3.09 | 27% |
| Returns for 1 year | 31.08 | 12.26 | 253% |
| Returns for 3 years | 17.30 | 6.74 | 257% |
| Returns for 5 years | N/A | 21.78 | - |
| Returns for 10 years | N/A | 33.59 | - |
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