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PHLOX vs RGNEX
PHLOX vs RGNEX Comparison
Open Charts PHLOX vs RGNEX
Philotimo Focused Growth and Income
Price$11.46
Change-$0.09 (-0.78%)
VolumeN/A
Net Assets113.91M
American Funds Growth and Inc Port R4
Price$21.77
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets21.43B
PHLOX vs RGNEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGNEX has more cash in the bank: 21.4B vs. PHLOX (114M). RGNEX (1.58) and PHLOX (1.53) have matching dividends . PHLOX was incepted earlier than RGNEX: PHLOX (4 years) vs RGNEX (13 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). PHLOX annual gain was more profitable for investors over the last year : 31.79 vs. RGNEX (10.82).
| 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 | 13 years | - |
| Gain YTD | 6.407 | 15.413 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 21.4B | 1% |
| Annual Yield % from dividends | 1.53 | 1.58 | 97% |
| Returns for 1 year | 31.79 | 10.82 | 294% |
| Returns for 3 years | 44.90 | 53.15 | 84% |
| Returns for 5 years | N/A | 41.81 | - |
| Returns for 10 years | N/A | 75.15 | - |
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