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MCOAX vs PHIKX
MCOAX vs PHIKX Comparison
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MCOAX vs PHIKX Comparison Chart in %
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MCOAX vs. PHIKX commentary
Jun 19, 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 (1.89B) and PHIKX (1.86B) have equal amount of cash in the bank . MCOAX pays higher dividends than PHIKX: MCOAX (2.01) vs PHIKX (0.63). MCOAX was incepted earlier than PHIKX: MCOAX (31 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 : 40.95 vs. MCOAX (25.69). PHIKX return over 5 years is better than : 14.99 vs. MCOAX (10.43).
| MCOAX | PHIKX | MCOAX / PHIKX | |
| Total Expense Ratio | 0.93 | 1.83 | 51% |
| Annual Report Gross Expense Ratio | 0.93 | 1.90 | 49% |
| Fund Existence | 31 years | 30 years | - |
| Gain YTD | 20.331 | 22.794 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 2000 | 750% |
| Min. Initial Investment IRA | 25000 | 1000 | 2,500% |
| Net Assets | 1.89B | 1.86B | 102% |
| Annual Yield % from dividends | 2.01 | 0.63 | 319% |
| Returns for 1 year | 25.69 | 40.95 | 63% |
| Returns for 3 years | 44.45 | 63.97 | 69% |
| Returns for 5 years | 10.43 | 14.99 | 70% |
| Returns for 10 years | 81.06 | 115.60 | 70% |
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