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PHLOX vs RGNEX
PHLOX vs RGNEX Comparison
Open Charts PHLOX vs RGNEX
Philotimo Focused Growth and Income
Price$11.63
Change-$0.39 (-3.24%)
VolumeN/A
Net Assets115.87M
American Funds Growth and Inc Port R4
Price$21.84
Change-$0.30 (-1.36%)
VolumeN/A
Net Assets21.69B
PHLOX vs RGNEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RGNEX has more cash in the bank: 21.7B vs. PHLOX (116M). RGNEX (1.56) and PHLOX (1.51) have matching dividends . 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). PHLOX annual gain was more profitable for investors over the last year : 31.54 vs. RGNEX (12.59).
| 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 | 11.606 | 17.374 | 67% |
| 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 | 1.56 | 97% |
| Returns for 1 year | 31.54 | 12.59 | 251% |
| Returns for 3 years | 38.96 | 45.26 | 86% |
| Returns for 5 years | N/A | 40.12 | - |
| Returns for 10 years | N/A | 80.85 | - |
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