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FTCVX vs PHIKX
FTCVX vs PHIKX Comparison
Open Charts FTCVX vs PHIKX
FTCVX vs PHIKX Comparison Chart in %
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FTCVX vs. PHIKX commentary
Jun 19, 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 FTCVX is a Hold and PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
FTCVX has more cash in the bank: 2.64B vs. PHIKX (1.86B). FTCVX pays higher dividends than PHIKX: FTCVX (1.65) vs PHIKX (0.63). FTCVX was incepted earlier than PHIKX: FTCVX (17 years) vs PHIKX (30 years). PHIKX (1.90) is less costly to investors than FTCVX (1.19). PHIKX is a more actively managed with annual turnover of: 212.00 vs. FTCVX (89.00). FTCVX has a lower initial minimum investment than PHIKX: FTCVX (0) vs PHIKX (2000). PHIKX IRA initial investment is lower compared to FTCVX: PHIKX (1000) vs FTCVX (500). PHIKX annual gain was more profitable for investors over the last year : 40.95 vs. FTCVX (29.28). FTCVX return over 5 years is better than : 16.39 vs. PHIKX (14.99).
| FTCVX | PHIKX | FTCVX / PHIKX | |
| Total Expense Ratio | 1.19 | 1.83 | 65% |
| Annual Report Gross Expense Ratio | 1.19 | 1.90 | 63% |
| Fund Existence | 17 years | 30 years | - |
| Gain YTD | 22.223 | 22.794 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 2.64B | 1.86B | 143% |
| Annual Yield % from dividends | 1.65 | 0.63 | 263% |
| Returns for 1 year | 29.28 | 40.95 | 71% |
| Returns for 3 years | 50.53 | 63.97 | 79% |
| Returns for 5 years | 16.39 | 14.99 | 109% |
| Returns for 10 years | 103.35 | 115.60 | 89% |
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