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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
Jun 24, 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: 22.4B vs. IVHIX (1.66B). IVHIX (6.69) and PHYEX (6.53) have matching dividends . IVHIX was incepted earlier than PHYEX: IVHIX (19 years) vs PHYEX (8 years). PHYEX (0.95) is less costly to investors than IVHIX (0.71). IVHIX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (49.00). IVHIX (0) and PHYEX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 6.27 vs. IVHIX (4.97). PHYEX return over 5 years is better than : 18.13 vs. IVHIX (14.39).
| 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 | 8 years | - |
| Gain YTD | -0.790 | 1.179 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 22.4B | 7% |
| Annual Yield % from dividends | 6.69 | 6.53 | 102% |
| Returns for 1 year | 4.97 | 6.27 | 79% |
| Returns for 3 years | 20.51 | 28.48 | 72% |
| Returns for 5 years | 14.39 | 18.13 | 79% |
| Returns for 10 years | 64.06 | N/A | - |
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