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IVHIX vs PHYEX
IVHIX vs PHYEX Comparison
Open Charts IVHIX vs PHYEX
Macquarie High Income Fund
Price$6.00
Change+$0.02 (+0.33%)
VolumeN/A
Net Assets2.14B
IVHIX vs PHYEX Comparison Chart in %
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IVHIX vs. PHYEX commentary
Oct 09, 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: 21.2B vs. IVHIX (2.14B). PHYEX (6.78) and IVHIX (6.59) have matching dividends . IVHIX was incepted earlier than PHYEX: IVHIX (19 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 : 7.79 vs. IVHIX (4.08). IVHIX return over 5 years is better than : 26.68 vs. PHYEX (24.76).
| IVHIX | PHYEX | IVHIX / PHYEX | |
| Total Expense Ratio | 0.72 | 0.91 | 79% |
| Annual Report Gross Expense Ratio | 0.75 | 0.94 | 80% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 4.553 | 7.407 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 21.2B | 10% |
| Annual Yield % from dividends | 6.59 | 6.78 | 97% |
| Returns for 1 year | 4.08 | 7.79 | 52% |
| Returns for 3 years | 30.85 | 32.40 | 95% |
| Returns for 5 years | 26.68 | 24.76 | 108% |
| Returns for 10 years | 62.70 | N/A | - |
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