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IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$27.55
Change-$0.20 (-0.72%)
VolumeN/A
Net Assets140.2B
Philotimo Focused Growth and Income
Price$11.63
Change-$0.39 (-3.24%)
VolumeN/A
Net Assets115.87M
IFAFX vs PHLOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 140B vs. PHLOX (116M). IFAFX pays higher dividends than PHLOX: IFAFX (3.53) vs PHLOX (1.51). 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 : 31.54 vs. IFAFX (10.94).
| 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 | 15.391 | 11.606 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 116M | 120,690% |
| Annual Yield % from dividends | 3.53 | 1.51 | 234% |
| Returns for 1 year | 10.94 | 31.54 | 35% |
| Returns for 3 years | 30.32 | 38.96 | 78% |
| Returns for 5 years | 37.52 | N/A | - |
| Returns for 10 years | 57.24 | N/A | - |
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