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IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$27.42
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets138.61B
Philotimo Focused Growth and Income
Price$11.46
Change-$0.09 (-0.78%)
VolumeN/A
Net Assets113.91M
IFAFX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 139B vs. PHLOX (114M). IFAFX pays higher dividends than PHLOX: IFAFX (3.52) vs PHLOX (1.53). IFAFX was incepted earlier than PHLOX: IFAFX (25 years) vs PHLOX (4 years). PHLOX (1.45) is less costly to investors than IFAFX (0.63). IFAFX has a lower initial minimum investment than PHLOX: IFAFX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 31.79 vs. IFAFX (9.10).
| IFAFX | PHLOX | IFAFX / PHLOX | |
| Total Expense Ratio | 0.63 | 1.45 | 43% |
| Annual Report Gross Expense Ratio | 0.63 | 1.45 | 43% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 14.847 | 6.407 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 114M | 121,930% |
| Annual Yield % from dividends | 3.52 | 1.53 | 230% |
| Returns for 1 year | 9.10 | 31.79 | 29% |
| Returns for 3 years | 37.73 | 44.90 | 84% |
| Returns for 5 years | 40.55 | N/A | - |
| Returns for 10 years | 56.95 | N/A | - |
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