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LHYAX vs PHYEX
LHYAX vs PHYEX Comparison
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LHYAX vs PHYEX Comparison Chart in %
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LHYAX vs. PHYEX commentary
Sep 05, 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 LHYAX is a Hold and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.8B vs. LHYAX (3.21B). LHYAX pays higher dividends than PHYEX: LHYAX (7.15) vs PHYEX (6.57). LHYAX was incepted earlier than PHYEX: LHYAX (28 years) vs PHYEX (9 years). PHYEX (0.95) and LHYAX (0.93) have similar cost to investors . LHYAX is a more actively managed with annual turnover of: 79.00 vs. PHYEX (49.00). PHYEX has a lower initial minimum investment than LHYAX: PHYEX (0) vs LHYAX (1500). LHYAX annual gain was more profitable for investors over the last year : 4.47 vs. PHYEX (3.46). PHYEX return over 5 years is better than : 17.22 vs. LHYAX (13.46).
| LHYAX | PHYEX | LHYAX / PHYEX | |
| Total Expense Ratio | 0.93 | 0.91 | 102% |
| Annual Report Gross Expense Ratio | 0.93 | 0.95 | 98% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 2.129 | 2.000 | 106% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 22.8B | 14% |
| Annual Yield % from dividends | 7.15 | 6.57 | 109% |
| Returns for 1 year | 4.47 | 3.46 | 129% |
| Returns for 3 years | 25.77 | 26.32 | 98% |
| Returns for 5 years | 13.46 | 17.22 | 78% |
| Returns for 10 years | 52.52 | N/A | - |
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