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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
Aug 03, 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 Buy and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.4B vs. IVHIX (1.6B). IVHIX pays higher dividends than PHYEX: IVHIX (6.76) vs PHYEX (6.06). 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 : 3.72 vs. IVHIX (1.76). PHYEX return over 5 years is better than : 16.57 vs. IVHIX (13.57).
| 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 | -0.970 | 0.660 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 22.4B | 7% |
| Annual Yield % from dividends | 6.76 | 6.06 | 112% |
| Returns for 1 year | 1.76 | 3.72 | 47% |
| Returns for 3 years | 17.96 | 24.82 | 72% |
| Returns for 5 years | 13.57 | 16.57 | 82% |
| Returns for 10 years | 58.31 | N/A | - |
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