Interact to see
Advertisement
Advertisement
IVHIX vs PHYQX
IVHIX vs PHYQX Comparison
Open Charts IVHIX vs PHYQX
IVHIX vs PHYQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVHIX vs. PHYQX 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 PHYQX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.4B vs. IVHIX (1.66B). PHYQX pays higher dividends than IVHIX: PHYQX (7.06) vs IVHIX (6.69). 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). IVHIX is a more actively managed with annual turnover of: 56.00 vs. PHYQX (49.00). IVHIX (0) and PHYQX (0) have matching initial minimum investment requirements. PHYQX annual gain was more profitable for investors over the last year : 6.86 vs. IVHIX (4.97). PHYQX return over 5 years is better than : 21.57 vs. IVHIX (14.39).
| 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 | -0.790 | 1.636 | -48% |
| 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 | 7.06 | 95% |
| Returns for 1 year | 4.97 | 6.86 | 72% |
| Returns for 3 years | 20.51 | 30.57 | 67% |
| Returns for 5 years | 14.39 | 21.57 | 67% |
| Returns for 10 years | 64.06 | 78.03 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers