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FPIOX vs PHYQX
FPIOX vs PHYQX Comparison
Open Charts FPIOX vs PHYQX
Strategic Advisers Income Opportunities
Price$8.90
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets1.75B
FPIOX vs PHYQX Comparison Chart in %
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FPIOX vs. PHYQX commentary
Jul 01, 2025
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 FPIOX is a Buy and PHYQX is a Buy.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 20B vs. FPIOX (1.75B). PHYQX pays higher dividends than FPIOX: PHYQX (7.42) vs FPIOX (6.26). FPIOX was incepted earlier than PHYQX: FPIOX (18 years) vs PHYQX (14 years). FPIOX (0.78) is less costly to investors than PHYQX (0.38). FPIOX is a more actively managed with annual turnover of: 55.00 vs. PHYQX (42.00). FPIOX (0) and PHYQX (0) have matching initial minimum investment requirements. PHYQX (10.67) and FPIOX (10.20) have marching annual gain over last year. FPIOX (33.23) and PHYQX (31.62) have equivalent 5 years return.
| FPIOX | PHYQX | FPIOX / PHYQX | |
| Total Expense Ratio | 0.53 | 0.38 | 139% |
| Annual Report Gross Expense Ratio | 0.78 | 0.38 | 205% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 4.318 | 4.485 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 20B | 9% |
| Annual Yield % from dividends | 6.26 | 7.42 | 84% |
| Returns for 1 year | 10.20 | 10.67 | 96% |
| Returns for 3 years | 30.25 | 29.88 | 101% |
| Returns for 5 years | 33.23 | 31.62 | 105% |
| Returns for 10 years | 59.18 | 69.67 | 85% |
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