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IVHIX vs PHYEX
IVHIX vs PHYEX Comparison
Open Charts IVHIX vs PHYEX
Macquarie High Income Fund
Price$5.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.27B
IVHIX vs PHYEX Comparison Chart in %
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IVHIX vs. PHYEX commentary
Jun 19, 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 Buy.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 19.8B vs. IVHIX (2.27B). IVHIX (6.96) and PHYEX (6.90) have matching dividends . IVHIX was incepted earlier than PHYEX: IVHIX (18 years) vs PHYEX (7 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 : 8.95 vs. IVHIX (3.63). IVHIX return over 5 years is better than : 28.58 vs. PHYEX (25.18).
| 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 | 7 years | - |
| Gain YTD | -0.020 | 3.395 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 19.8B | 11% |
| Annual Yield % from dividends | 6.96 | 6.90 | 101% |
| Returns for 1 year | 3.63 | 8.95 | 41% |
| Returns for 3 years | 23.35 | 26.23 | 89% |
| Returns for 5 years | 28.58 | 25.18 | 113% |
| Returns for 10 years | 50.32 | N/A | - |
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