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IVHIX vs PHYEX
IVHIX vs PHYEX Comparison
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IVHIX vs PHYEX Comparison Chart in %
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IVHIX vs. PHYEX commentary
Jul 14, 2026
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: 22.5B vs. IVHIX (1.64B). IVHIX (6.72) and PHYEX (6.54) have matching dividends . IVHIX was incepted earlier than PHYEX: IVHIX (19 years) vs PHYEX (9 years). PHYEX (0.95) is less costly to investors than IVHIX (0.71). PHYEX is a more actively managed with annual turnover of: 49.00 vs. IVHIX (34.00). IVHIX (0) and PHYEX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 5.39 vs. IVHIX (2.31). PHYEX return over 5 years is better than : 17.82 vs. IVHIX (13.85).
| 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 | 9 years | - |
| Gain YTD | -0.794 | 1.510 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 22.5B | 7% |
| Annual Yield % from dividends | 6.72 | 6.54 | 103% |
| Returns for 1 year | 2.31 | 5.39 | 43% |
| Returns for 3 years | 18.34 | 26.28 | 70% |
| Returns for 5 years | 13.85 | 17.82 | 78% |
| Returns for 10 years | 58.76 | N/A | - |
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