CREFX
Price
$19.43
Change
+$0.18 (+0.94%)
Updated
Sep 3 closing price
Net Assets
9.87B
PHRIX
Price
$20.54
Change
+$0.13 (+0.64%)
Updated
Sep 3 closing price
Net Assets
354.53M
Interact to see
Advertisement

CREFX vs PHRIX

CREFX vs PHRIX Comparison Chart in %
View a ticker or compare two or three
VS
CREFX vs. PHRIX commentary
Sep 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 PHRIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 9.87B vs. PHRIX (355M). PHRIX pays higher dividends than CREFX: PHRIX (2.08) vs CREFX (1.89). 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 (12.74) and CREFX (12.41) have marching annual gain over last year. CREFX return over 5 years is better than : 3.97 vs. PHRIX (-16.36).
CREFXPHRIXCREFX / PHRIX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.751.0969%
Fund Existence9 years20 years-
Gain YTD12.39916.41076%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.87B355M2,779%
Annual Yield % from dividends1.892.0891%
Returns for 1 year12.4112.7497%
Returns for 3 years34.6314.77235%
Returns for 5 years3.97-16.36-24%
Returns for 10 yearsN/A-34.39-
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 %
RYPFX10.700.06
+0.56%
Royce Small-Cap Fund Svc
AMRBX4.51N/A
N/A
American Growth One B
HJIRX19.31N/A
N/A
Hardman Johnston Intl Gr Fd Retl Shr
MKVGX19.74N/A
N/A
MFS International Value R4
CRTVX13.48N/A
N/A
Catholic Rsp Invst Mlt-Styl US Eq Inv