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PHLOX vs RBEGX
PHLOX vs RBEGX Comparison
Open Charts PHLOX vs RBEGX
Philotimo Focused Growth and Income
Price$11.74
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets120.7M
American Funds Growth and Inc Port R2E
Price$21.61
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets21.95B
PHLOX vs RBEGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. PHLOX (121M). RBEGX pays higher dividends than PHLOX: RBEGX (1.22) vs PHLOX (0.87). PHLOX was incepted earlier than RBEGX: PHLOX (4 years) vs RBEGX (11 years). PHLOX (1.45) is less costly to investors than RBEGX (1.14). PHLOX is a more actively managed with annual turnover of: 105.51 vs. RBEGX (10.00). RBEGX has a lower initial minimum investment than PHLOX: RBEGX (250) vs PHLOX (2500). RBEGX annual gain was more profitable for investors over the last year : 11.46 vs. PHLOX (7.27).
| PHLOX | RBEGX | PHLOX / RBEGX | |
| Total Expense Ratio | 1.45 | 1.14 | 127% |
| Annual Report Gross Expense Ratio | 1.45 | 1.14 | 127% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -0.508 | 1.934 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 21.9B | 1% |
| Annual Yield % from dividends | 0.87 | 1.22 | 71% |
| Returns for 1 year | 7.27 | 11.46 | 63% |
| Returns for 3 years | 30.29 | 41.39 | 73% |
| Returns for 5 years | N/A | 28.18 | - |
| Returns for 10 years | N/A | 89.87 | - |
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