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IVHIX vs PHYGX
IVHIX vs PHYGX Comparison
Open Charts IVHIX vs PHYGX
Macquarie High Income Fund
Price$6.00
Change+$0.02 (+0.33%)
VolumeN/A
Net Assets2.14B
IVHIX vs PHYGX Comparison Chart in %
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IVHIX vs. PHYGX 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 PHYGX is a Hold.
FUNDAMENTALS
Fundamentals
PHYGX has more cash in the bank: 21.2B vs. IVHIX (2.14B). PHYGX pays higher dividends than IVHIX: PHYGX (7.02) vs IVHIX (6.59). IVHIX was incepted earlier than PHYGX: IVHIX (19 years) vs PHYGX (8 years). IVHIX (0.75) is less costly to investors than PHYGX (0.67). IVHIX is a more actively managed with annual turnover of: 56.00 vs. PHYGX (42.00). IVHIX (0) and PHYGX (0) have matching initial minimum investment requirements. PHYGX annual gain was more profitable for investors over the last year : 8.06 vs. IVHIX (4.08). IVHIX (26.68) and PHYGX (26.34) have equivalent 5 years return.
| IVHIX | PHYGX | IVHIX / PHYGX | |
| Total Expense Ratio | 0.72 | 0.66 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.67 | 112% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 4.553 | 7.606 | 60% |
| 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 | 7.02 | 94% |
| Returns for 1 year | 4.08 | 8.06 | 51% |
| Returns for 3 years | 30.85 | 33.40 | 92% |
| Returns for 5 years | 26.68 | 26.34 | 101% |
| Returns for 10 years | 62.70 | N/A | - |
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