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IVHIX vs PHYEX
IVHIX vs PHYEX Comparison
Open Charts IVHIX vs PHYEX
Macquarie High Income Fund
Price$5.96
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets2.26B
IVHIX vs PHYEX Comparison Chart in %
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IVHIX vs. PHYEX commentary
Aug 06, 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 IVHIX is a Buy and PHYEX is a Buy.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.5B vs. IVHIX (2.26B). PHYEX (6.81) and IVHIX (6.74) have matching dividends . IVHIX was incepted earlier than PHYEX: IVHIX (18 years) vs PHYEX (8 years). PHYEX (0.94) is less costly to investors than IVHIX (0.75). IVHIX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (42.00). IVHIX (0) and PHYEX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 9.84 vs. IVHIX (5.73). IVHIX return over 5 years is better than : 28.52 vs. PHYEX (24.09).
| IVHIX | PHYEX | IVHIX / PHYEX | |
| Total Expense Ratio | 0.72 | 0.91 | 79% |
| Annual Report Gross Expense Ratio | 0.75 | 0.94 | 80% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 3.122 | 5.833 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 20.5B | 11% |
| Annual Yield % from dividends | 6.74 | 6.81 | 99% |
| Returns for 1 year | 5.73 | 9.84 | 58% |
| Returns for 3 years | 23.00 | 23.48 | 98% |
| Returns for 5 years | 28.52 | 24.09 | 118% |
| Returns for 10 years | 56.84 | N/A | - |
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