CREFX
Price
$20.39
Change
+$0.50 (+2.51%)
Updated
Jul 24 closing price
Net Assets
9.61B
PHRIX
Price
$21.77
Change
+$0.50 (+2.35%)
Updated
Jul 24 closing price
Net Assets
371.55M
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CREFX vs PHRIX

CREFX vs PHRIX Comparison Chart in %
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CREFX vs. PHRIX commentary
Jul 25, 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 PHRIX is a Hold.

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FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 9.61B vs. PHRIX (372M). CREFX pays higher dividends than PHRIX: CREFX (2.76) vs PHRIX (2.08). CREFX was incepted earlier than PHRIX: CREFX (9 years) vs PHRIX (20 years). PHRIX (1.09) is less costly to investors than CREFX (0.75). CREFX is a more actively managed with annual turnover of: 27.00 vs. PHRIX (17.00). CREFX has a lower initial minimum investment than PHRIX: CREFX (0) vs PHRIX (100000). PHRIX annual gain was more profitable for investors over the last year : 16.36 vs. CREFX (12.76). CREFX return over 5 years is better than : 12.91 vs. PHRIX (-8.30).
CREFXPHRIXCREFX / PHRIX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.751.0969%
Fund Existence9 years20 years-
Gain YTD16.13621.31676%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.61B372M2,583%
Annual Yield % from dividends2.762.08133%
Returns for 1 year12.7616.3678%
Returns for 3 years33.8914.20239%
Returns for 5 years12.91-8.30-155%
Returns for 10 yearsN/A-32.74-
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