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PHLOX vs RBEGX
PHLOX vs RBEGX Comparison
Open Charts PHLOX vs RBEGX
Philotimo Focused Growth and Income
Price$11.63
Change-$0.39 (-3.24%)
VolumeN/A
Net Assets115.87M
American Funds Growth and Inc Port R2E
Price$21.74
Change-$0.31 (-1.41%)
VolumeN/A
Net Assets21.69B
PHLOX vs RBEGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.7B vs. PHLOX (116M). PHLOX pays higher dividends than RBEGX: PHLOX (1.51) vs RBEGX (1.16). 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). PHLOX annual gain was more profitable for investors over the last year : 31.54 vs. RBEGX (12.07).
| 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 | 11.606 | 16.949 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 21.7B | 1% |
| Annual Yield % from dividends | 1.51 | 1.16 | 131% |
| Returns for 1 year | 31.54 | 12.07 | 261% |
| Returns for 3 years | 38.96 | 43.42 | 90% |
| Returns for 5 years | N/A | 37.55 | - |
| Returns for 10 years | N/A | 76.94 | - |
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