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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
Jul 07, 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: 22.5B vs. LHYAX (3.26B). LHYAX pays higher dividends than PHYEX: LHYAX (7.19) vs PHYEX (6.54). 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 : 6.39 vs. PHYEX (5.39). PHYEX return over 5 years is better than : 17.65 vs. LHYAX (14.20).
| 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 | 2.130 | 1.722 | 124% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 22.5B | 15% |
| Annual Yield % from dividends | 7.19 | 6.54 | 110% |
| Returns for 1 year | 6.39 | 5.39 | 119% |
| Returns for 3 years | 27.61 | 28.48 | 97% |
| Returns for 5 years | 14.20 | 17.65 | 80% |
| Returns for 10 years | 58.08 | N/A | - |
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