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MCOAX vs PHIKX
MCOAX vs PHIKX Comparison
Open Charts MCOAX vs PHIKX
MCOAX vs PHIKX Comparison Chart in %
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MCOAX vs. PHIKX commentary
Sep 09, 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 MCOAX is a Hold and PHIKX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.88B vs. PHIKX (1.74B). MCOAX pays higher dividends than PHIKX: MCOAX (1.94) vs PHIKX (0.64). MCOAX was incepted earlier than PHIKX: MCOAX (32 years) vs PHIKX (30 years). PHIKX (1.90) is less costly to investors than MCOAX (0.93). PHIKX is a more actively managed with annual turnover of: 212.00 vs. MCOAX (40.00). PHIKX has a lower initial minimum investment than MCOAX: PHIKX (2000) vs MCOAX (15000). MCOAX IRA initial investment is lower compared to PHIKX: MCOAX (25000) vs PHIKX (1000). PHIKX annual gain was more profitable for investors over the last year : 21.02 vs. MCOAX (16.81). PHIKX (4.69) and MCOAX (4.53) have equivalent 5 years return.
| MCOAX | PHIKX | MCOAX / PHIKX | |
| Total Expense Ratio | 0.93 | 1.84 | 51% |
| Annual Report Gross Expense Ratio | 0.93 | 1.90 | 49% |
| Fund Existence | 32 years | 30 years | - |
| Gain YTD | 18.158 | 14.604 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.88B | 1.74B | 108% |
| Annual Yield % from dividends | 1.94 | 0.64 | 303% |
| Returns for 1 year | 16.81 | 21.02 | 80% |
| Returns for 3 years | 39.54 | 53.79 | 74% |
| Returns for 5 years | 4.53 | 4.69 | 97% |
| Returns for 10 years | 67.31 | 88.84 | 76% |
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