CREFX
Price
$19.11
Change
+$0.07 (+0.37%)
Updated
Jun 2 closing price
Net Assets
9.52B
PHRCX
Price
$19.74
Change
+$0.09 (+0.46%)
Updated
Jun 2 closing price
Net Assets
357.27M
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CREFX vs PHRCX

Header iconCREFX vs PHRCX Comparison
Open Charts CREFX vs PHRCXBanner chart's image
CREFX vs PHRCX Comparison Chart in %
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CREFX vs. PHRCX commentary
Jun 04, 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 Hold and PHRCX is a Hold.

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FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 9.52B 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 : 10.48 vs. PHRCX (5.93). CREFX return over 5 years is better than : 11.94 vs. PHRCX (-15.68).
CREFXPHRCXCREFX / PHRCX
Total Expense Ratio0.751.9938%
Annual Report Gross Expense Ratio0.752.0736%
Fund Existence9 years23 years-
Gain YTD10.39110.81996%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets9.52B357M2,668%
Annual Yield % from dividends2.881.30220%
Returns for 1 year10.485.93177%
Returns for 3 years35.487.10500%
Returns for 5 years11.94-15.68-76%
Returns for 10 yearsN/A-39.34-
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