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NTHEX vs PHYQX
NTHEX vs PHYQX Comparison
Open Charts NTHEX vs PHYQX
Northeast Investors Trust
Price$3.64
Change-$0.02 (-0.55%)
VolumeN/A
Net Assets124.16M
NTHEX vs PHYQX Comparison Chart in %
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NTHEX vs. PHYQX commentary
Jul 16, 2025
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 NTHEX is a Buy and PHYQX is a Buy.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 20.2B vs. NTHEX (124M). PHYQX pays higher dividends than NTHEX: PHYQX (7.33) vs NTHEX (5.11). NTHEX was incepted earlier than PHYQX: NTHEX (75 years) vs PHYQX (14 years). NTHEX (2.14) is less costly to investors than PHYQX (0.38). PHYQX is a more actively managed with annual turnover of: 42.00 vs. NTHEX (27.83). PHYQX has a lower initial minimum investment than NTHEX: PHYQX (0) vs NTHEX (1000). PHYQX annual gain was more profitable for investors over the last year : 9.52 vs. NTHEX (7.54). PHYQX (29.93) and NTHEX (29.36) have equivalent 5 years return.
| NTHEX | PHYQX | NTHEX / PHYQX | |
| Total Expense Ratio | 2.14 | 0.38 | 563% |
| Annual Report Gross Expense Ratio | 2.14 | 0.38 | 563% |
| Fund Existence | 75 years | 14 years | - |
| Gain YTD | 2.790 | 4.875 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124M | 20.2B | 1% |
| Annual Yield % from dividends | 5.11 | 7.33 | 70% |
| Returns for 1 year | 7.54 | 9.52 | 79% |
| Returns for 3 years | 23.20 | 29.63 | 78% |
| Returns for 5 years | 29.36 | 29.93 | 98% |
| Returns for 10 years | 19.51 | 70.30 | 28% |
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