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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
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 IYHIX is a Hold and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.5B vs. IYHIX (1.64B). PHYEX pays higher dividends than IYHIX: PHYEX (6.54) vs IYHIX (6.22). 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 : 5.39 vs. IYHIX (1.97). PHYEX return over 5 years is better than : 17.82 vs. IYHIX (10.91).
| 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 | -1.042 | 1.510 | -69% |
| 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 | 6.22 | 6.54 | 95% |
| Returns for 1 year | 1.97 | 5.39 | 36% |
| Returns for 3 years | 16.56 | 26.28 | 63% |
| Returns for 5 years | 10.91 | 17.82 | 61% |
| Returns for 10 years | 50.08 | N/A | - |
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