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IVHIX vs PHYQX
IVHIX vs PHYQX Comparison
Open Charts IVHIX vs PHYQX
IVHIX vs PHYQX Comparison Chart in %
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IVHIX vs. PHYQX commentary
Aug 03, 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 Buy and PHYQX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.4B vs. IVHIX (1.6B). IVHIX (6.76) and PHYQX (6.55) have matching dividends . IVHIX was incepted earlier than PHYQX: IVHIX (19 years) vs PHYQX (15 years). IVHIX (0.71) is less costly to investors than PHYQX (0.38). PHYQX is a more actively managed with annual turnover of: 49.00 vs. IVHIX (34.00). IVHIX (0) and PHYQX (0) have matching initial minimum investment requirements. PHYQX annual gain was more profitable for investors over the last year : 4.25 vs. IVHIX (1.76). PHYQX return over 5 years is better than : 19.67 vs. IVHIX (13.57).
| IVHIX | PHYQX | IVHIX / PHYQX | |
| Total Expense Ratio | 0.63 | 0.38 | 166% |
| Annual Report Gross Expense Ratio | 0.71 | 0.38 | 187% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | -0.970 | 1.160 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 22.4B | 7% |
| Annual Yield % from dividends | 6.76 | 6.55 | 103% |
| Returns for 1 year | 1.76 | 4.25 | 41% |
| Returns for 3 years | 17.96 | 26.79 | 67% |
| Returns for 5 years | 13.57 | 19.67 | 69% |
| Returns for 10 years | 58.31 | 70.98 | 82% |
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