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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
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 PHYQX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.5B vs. IVHIX (1.64B). PHYQX pays higher dividends than IVHIX: PHYQX (7.09) vs IVHIX (6.72). 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 : 6.20 vs. IVHIX (2.31). PHYQX return over 5 years is better than : 21.03 vs. IVHIX (13.85).
| 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 | -0.794 | 2.014 | -39% |
| 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 | 7.09 | 95% |
| Returns for 1 year | 2.31 | 6.20 | 37% |
| Returns for 3 years | 18.34 | 28.33 | 65% |
| Returns for 5 years | 13.85 | 21.03 | 66% |
| Returns for 10 years | 58.76 | 72.43 | 81% |
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