CREFX
Price
$19.77
Change
+$0.24 (+1.23%)
Updated
Jun 23 closing price
Net Assets
9.36B
PHRCX
Price
$20.65
Change
+$0.26 (+1.28%)
Updated
Jun 23 closing price
Net Assets
356.77M
Interact to see
Advertisement

CREFX vs PHRCX

CREFX vs PHRCX Comparison Chart in %
View a ticker or compare two or three
VS
CREFX vs. PHRCX commentary
Jun 24, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CREFX is a StrongBuy and PHRCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 9.36B vs. PHRCX (357M). CREFX pays higher dividends than PHRCX: CREFX (2.88) vs PHRCX (1.30). CREFX was incepted earlier than PHRCX: CREFX (9 years) vs PHRCX (23 years). PHRCX (2.07) is less costly to investors than CREFX (0.75). CREFX is a more actively managed with annual turnover of: 27.00 vs. PHRCX (17.00). CREFX has a lower initial minimum investment than PHRCX: CREFX (0) vs PHRCX (2500). CREFX annual gain was more profitable for investors over the last year : 11.38 vs. PHRCX (9.21). CREFX return over 5 years is better than : 14.30 vs. PHRCX (-12.73).
CREFXPHRCXCREFX / PHRCX
Total Expense Ratio0.751.9938%
Annual Report Gross Expense Ratio0.752.0736%
Fund Existence9 years23 years-
Gain YTD13.23215.19287%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B357M2,622%
Annual Yield % from dividends2.881.30220%
Returns for 1 year11.389.21124%
Returns for 3 years41.5414.72282%
Returns for 5 years14.30-12.73-112%
Returns for 10 yearsN/A-37.86-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PINZX13.56N/A
N/A
Principal Overseas Instl
ALTEX16.97N/A
N/A
Firsthand Alternative Energy
TRPGX16.11N/A
N/A
Nuveen Core Equity Premier
FIFWX28.26N/A
N/A
Fidelity Advisor Founders Z
AVUSX23.71-0.34
-1.41%
Avantis® U.S. Equity Institutional