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PHLOX vs RGNEX
PHLOX vs RGNEX Comparison
Open Charts PHLOX vs RGNEX
Philotimo Focused Growth and Income
Price$11.74
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets120.7M
American Funds Growth and Inc Port R4
Price$21.70
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets21.95B
PHLOX vs RGNEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGNEX has more cash in the bank: 21.9B vs. PHLOX (121M). RGNEX pays higher dividends than PHLOX: RGNEX (1.64) vs PHLOX (0.87). PHLOX was incepted earlier than RGNEX: PHLOX (4 years) vs RGNEX (14 years). PHLOX (1.45) is less costly to investors than RGNEX (0.67). PHLOX is a more actively managed with annual turnover of: 105.51 vs. RGNEX (10.00). RGNEX has a lower initial minimum investment than PHLOX: RGNEX (250) vs PHLOX (2500). RGNEX annual gain was more profitable for investors over the last year : 11.97 vs. PHLOX (7.27).
| PHLOX | RGNEX | PHLOX / RGNEX | |
| Total Expense Ratio | 1.45 | 0.67 | 216% |
| Annual Report Gross Expense Ratio | 1.45 | 0.67 | 216% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | -0.508 | 1.974 | -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 | 1.64 | 53% |
| Returns for 1 year | 7.27 | 11.97 | 61% |
| Returns for 3 years | 30.29 | 43.46 | 70% |
| Returns for 5 years | N/A | 30.75 | - |
| Returns for 10 years | N/A | 94.17 | - |
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