CREFX
Price
$19.69
Change
+$0.20 (+1.03%)
Updated
Jul 2 closing price
Net Assets
9.36B
PHRIX
Price
$20.84
Change
+$0.26 (+1.26%)
Updated
Jul 2 closing price
Net Assets
365M
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CREFX vs PHRIX

CREFX vs PHRIX Comparison Chart in %
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CREFX vs. PHRIX commentary
Jul 05, 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 Buy and PHRIX is a Hold.

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FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 9.36B vs. PHRIX (365M). 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 : 14.99 vs. CREFX (13.69). CREFX return over 5 years is better than : 15.57 vs. PHRIX (-6.27).
CREFXPHRIXCREFX / PHRIX
Total Expense Ratio0.750.9976%
Annual Report Gross Expense Ratio0.751.0969%
Fund Existence9 years20 years-
Gain YTD14.96818.86379%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.36B365M2,564%
Annual Yield % from dividends2.762.08133%
Returns for 1 year13.6914.9991%
Returns for 3 years35.1214.12249%
Returns for 5 years15.57-6.27-248%
Returns for 10 yearsN/A-32.73-
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