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IVHIX vs PHYEX
IVHIX vs PHYEX Comparison
Open Charts IVHIX vs PHYEX
Macquarie High Income Fund
Price$5.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.19B
IVHIX vs PHYEX Comparison Chart in %
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IVHIX vs. PHYEX commentary
Sep 17, 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 (6.77) and IVHIX (6.61) 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 : 8.47 vs. IVHIX (5.49). IVHIX (26.76) and PHYEX (25.49) have equivalent 5 years return.
| 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 | 4.189 | 7.732 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | N/A | - |
| Annual Yield % from dividends | 6.61 | 6.77 | 98% |
| Returns for 1 year | 5.49 | 8.47 | 65% |
| Returns for 3 years | 28.21 | 30.66 | 92% |
| Returns for 5 years | 26.76 | 25.49 | 105% |
| Returns for 10 years | 61.11 | N/A | - |
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