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PHLOX vs RGNBX
PHLOX vs RGNBX Comparison
Open Charts PHLOX vs RGNBX
Philotimo Focused Growth and Income
Price$12.56
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets122.94M
American Funds Growth and Inc Port R2
Price$22.20
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets21.95B
PHLOX vs RGNBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGNBX has more cash in the bank: 21.9B vs. PHLOX (123M). PHLOX pays higher dividends than RGNBX: PHLOX (1.46) vs RGNBX (0.93). 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 : 16.40 vs. RGNBX (13.01).
| 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 | 16.620 | 18.225 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 21.9B | 1% |
| Annual Yield % from dividends | 1.46 | 0.93 | 158% |
| Returns for 1 year | 16.40 | 13.01 | 126% |
| Returns for 3 years | 44.39 | 45.53 | 97% |
| Returns for 5 years | N/A | 35.94 | - |
| Returns for 10 years | N/A | 79.94 | - |
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