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IVHIX vs PHYGX
IVHIX vs PHYGX Comparison
Open Charts IVHIX vs PHYGX
IVHIX vs PHYGX Comparison Chart in %
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IVHIX vs. PHYGX 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 PHYGX is a Hold.
FUNDAMENTALS
Fundamentals
PHYGX has more cash in the bank: 22.4B vs. IVHIX (1.66B). PHYGX (6.78) and IVHIX (6.69) have matching dividends . IVHIX was incepted earlier than PHYGX: IVHIX (19 years) vs PHYGX (8 years). IVHIX (0.71) is less costly to investors than PHYGX (0.67). IVHIX is a more actively managed with annual turnover of: 56.00 vs. PHYGX (49.00). IVHIX (0) and PHYGX (0) have matching initial minimum investment requirements. PHYGX annual gain was more profitable for investors over the last year : 6.54 vs. IVHIX (4.97). PHYGX return over 5 years is better than : 19.64 vs. IVHIX (14.39).
| 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 | 8 years | - |
| Gain YTD | -0.790 | 1.494 | -53% |
| 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 | 6.78 | 99% |
| Returns for 1 year | 4.97 | 6.54 | 76% |
| Returns for 3 years | 20.51 | 29.45 | 70% |
| Returns for 5 years | 14.39 | 19.64 | 73% |
| Returns for 10 years | 64.06 | N/A | - |
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