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PHLOX vs RIEBX
PHLOX vs RIEBX Comparison
Open Charts PHLOX vs RIEBX
Philotimo Focused Growth and Income
Price$9.19
Change+$0.56 (+6.49%)
VolumeN/A
Net Assets91.79M
American Funds Income Fund of Amer R2E
Price$24.23
Change+$0.89 (+3.81%)
VolumeN/A
Net Assets122.8B
PHLOX vs RIEBX Comparison Chart
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FUNDAMENTALS
Fundamentals
RIEBX has more cash in the bank: 123B vs. PHLOX (91.8M). RIEBX pays higher dividends than PHLOX: RIEBX (3.39) vs PHLOX (1.87). PHLOX was incepted earlier than RIEBX: PHLOX (4 years) vs RIEBX (11 years). PHLOX (1.55) is less costly to investors than RIEBX (1.07). RIEBX is a more actively managed with annual turnover of: 92.00 vs. PHLOX (76.00). RIEBX has a lower initial minimum investment than PHLOX: RIEBX (250) vs PHLOX (2500). RIEBX annual gain was more profitable for investors over the last year : 0.55 vs. PHLOX (-1.97).
| PHLOX | RIEBX | PHLOX / RIEBX | |
| Total Expense Ratio | 1.50 | 1.07 | 140% |
| Annual Report Gross Expense Ratio | 1.55 | 1.07 | 145% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -19.870 | -3.584 | 554% |
| 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 | 3.39 | 55% |
| Returns for 1 year | -1.97 | 0.55 | -360% |
| Returns for 3 years | -9.88 | -0.64 | 1,546% |
| Returns for 5 years | N/A | 28.58 | - |
| Returns for 10 years | N/A | 22.25 | - |
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