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IVHIX vs PHYGX
IVHIX vs PHYGX Comparison
Open Charts IVHIX vs PHYGX
Macquarie High Income Fund
Price$5.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.19B
IVHIX vs PHYGX Comparison Chart in %
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IVHIX vs. PHYGX 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 PHYGX is a Buy.
FUNDAMENTALS
Fundamentals
PHYGX pays higher dividends than IVHIX: PHYGX (7.01) vs IVHIX (6.61). IVHIX was incepted earlier than PHYGX: IVHIX (18 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 : 8.74 vs. IVHIX (5.49). PHYGX (27.07) and IVHIX (26.76) 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 | 18 years | 8 years | - |
| Gain YTD | 4.189 | 7.910 | 53% |
| 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 | 7.01 | 94% |
| Returns for 1 year | 5.49 | 8.74 | 63% |
| Returns for 3 years | 28.21 | 31.65 | 89% |
| Returns for 5 years | 26.76 | 27.07 | 99% |
| Returns for 10 years | 61.11 | N/A | - |
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