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IVHIX vs PHYEX
IVHIX vs PHYEX Comparison
Open Charts IVHIX vs PHYEX
Macquarie High Income Fund
Price$5.91
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets2.05B
IVHIX vs PHYEX Comparison Chart in %
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IVHIX vs. PHYEX commentary
Nov 20, 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 Hold and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.5B vs. IVHIX (2.05B). PHYEX (6.79) and IVHIX (6.57) have matching dividends . IVHIX was incepted earlier than PHYEX: IVHIX (19 years) vs PHYEX (8 years). PHYEX (0.95) is less costly to investors than IVHIX (0.71). 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 : 7.12 vs. IVHIX (3.50). IVHIX return over 5 years is better than : 22.99 vs. PHYEX (21.77).
| IVHIX | PHYEX | IVHIX / PHYEX | |
| Total Expense Ratio | 0.63 | 0.91 | 69% |
| Annual Report Gross Expense Ratio | 0.71 | 0.95 | 75% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 3.878 | 6.894 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 20.5B | 10% |
| Annual Yield % from dividends | 6.57 | 6.79 | 97% |
| Returns for 1 year | 3.50 | 7.12 | 49% |
| Returns for 3 years | 28.61 | 29.61 | 97% |
| Returns for 5 years | 22.99 | 21.77 | 106% |
| Returns for 10 years | 64.95 | N/A | - |
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