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PHLOX vs RGNBX
PHLOX vs RGNBX Comparison
Open Charts PHLOX vs RGNBX
Philotimo Focused Growth and Income
Price$11.63
Change-$0.39 (-3.24%)
VolumeN/A
Net Assets115.87M
American Funds Growth and Inc Port R2
Price$21.60
Change-$0.30 (-1.37%)
VolumeN/A
Net Assets21.69B
PHLOX vs RGNBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGNBX has more cash in the bank: 21.7B vs. PHLOX (116M). PHLOX pays higher dividends than RGNBX: PHLOX (1.51) vs RGNBX (0.94). PHLOX was incepted earlier than RGNBX: PHLOX (4 years) vs RGNBX (14 years). PHLOX (1.45) and RGNBX (1.40) have similar cost to investors . PHLOX is a more actively managed with annual turnover of: 105.51 vs. RGNBX (10.00). RGNBX has a lower initial minimum investment than PHLOX: RGNBX (250) vs PHLOX (2500). PHLOX annual gain was more profitable for investors over the last year : 31.54 vs. RGNBX (11.71).
| PHLOX | RGNBX | PHLOX / RGNBX | |
| Total Expense Ratio | 1.45 | 1.40 | 104% |
| Annual Report Gross Expense Ratio | 1.45 | 1.40 | 104% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | 11.606 | 16.628 | 70% |
| 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 | 0.94 | 161% |
| Returns for 1 year | 31.54 | 11.71 | 269% |
| Returns for 3 years | 38.96 | 42.29 | 92% |
| Returns for 5 years | N/A | 36.01 | - |
| Returns for 10 years | N/A | 74.91 | - |
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