Interact to see
Advertisement
Advertisement
IFAFX vs PHLOX
IFAFX vs PHLOX Comparison
Open Charts IFAFX vs PHLOX
American Funds Income Fund of Amer F1
Price$27.24
Change+$0.15 (+0.55%)
VolumeN/A
Net Assets139.38B
Philotimo Focused Growth and Income
Price$11.74
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets120.7M
IFAFX vs PHLOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
IFAFX has more cash in the bank: 139B vs. PHLOX (121M). IFAFX pays higher dividends than PHLOX: IFAFX (3.47) vs PHLOX (0.87). 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). PHLOX is a more actively managed with annual turnover of: 105.51 vs. IFAFX (65.00). IFAFX has a lower initial minimum investment than PHLOX: IFAFX (250) vs PHLOX (2500). IFAFX annual gain was more profitable for investors over the last year : 12.63 vs. PHLOX (7.27).
| 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 | 4.729 | -0.508 | -930% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 121M | 114,876% |
| Annual Yield % from dividends | 3.47 | 0.87 | 400% |
| Returns for 1 year | 12.63 | 7.27 | 174% |
| Returns for 3 years | 31.58 | 30.29 | 104% |
| Returns for 5 years | 31.38 | N/A | - |
| Returns for 10 years | 69.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement