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IYHIX vs PHYEX
IYHIX vs PHYEX Comparison
Open Charts IYHIX vs PHYEX
IYHIX vs PHYEX Comparison Chart in %
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IYHIX vs. PHYEX 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 IYHIX is a Buy and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.4B vs. IYHIX (1.6B). IYHIX (6.24) and PHYEX (6.06) have matching dividends . IYHIX was incepted earlier than PHYEX: IYHIX (14 years) vs PHYEX (9 years). IYHIX (1.21) is less costly to investors than PHYEX (0.95). PHYEX is a more actively managed with annual turnover of: 49.00 vs. IYHIX (34.00). IYHIX (0) and PHYEX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 3.72 vs. IYHIX (1.25). PHYEX return over 5 years is better than : 16.57 vs. IYHIX (10.65).
| IYHIX | PHYEX | IYHIX / PHYEX | |
| Total Expense Ratio | 1.13 | 0.91 | 124% |
| Annual Report Gross Expense Ratio | 1.21 | 0.95 | 127% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -1.260 | 0.660 | -191% |
| 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 | 6.24 | 6.06 | 103% |
| Returns for 1 year | 1.25 | 3.72 | 33% |
| Returns for 3 years | 16.20 | 24.82 | 65% |
| Returns for 5 years | 10.65 | 16.57 | 64% |
| Returns for 10 years | 49.67 | N/A | - |
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