Interact to see
Advertisement
Advertisement
IVHIX vs PHYGX
IVHIX vs PHYGX Comparison
Open Charts IVHIX vs PHYGX
IVHIX vs PHYGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVHIX vs. PHYGX 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 PHYGX is a Hold.
FUNDAMENTALS
Fundamentals
PHYGX has more cash in the bank: 22.5B vs. IVHIX (1.64B). PHYGX (6.80) and IVHIX (6.72) have matching dividends . IVHIX was incepted earlier than PHYGX: IVHIX (19 years) vs PHYGX (9 years). IVHIX (0.71) is less costly to investors than PHYGX (0.67). PHYGX is a more actively managed with annual turnover of: 49.00 vs. IVHIX (34.00). IVHIX (0) and PHYGX (0) have matching initial minimum investment requirements. PHYGX annual gain was more profitable for investors over the last year : 5.88 vs. IVHIX (2.31). PHYGX return over 5 years is better than : 19.32 vs. IVHIX (13.85).
| IVHIX | PHYGX | IVHIX / PHYGX | |
| Total Expense Ratio | 0.63 | 0.66 | 95% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -0.794 | 1.846 | -43% |
| 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 | 6.80 | 99% |
| Returns for 1 year | 2.31 | 5.88 | 39% |
| Returns for 3 years | 18.34 | 27.23 | 67% |
| Returns for 5 years | 13.85 | 19.32 | 72% |
| Returns for 10 years | 58.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers