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NTHEX vs PHYQX
NTHEX vs PHYQX Comparison
Open Charts NTHEX vs PHYQX
Northeast Investors Trust
Price$3.62
Change+$0.01 (+0.28%)
VolumeN/A
Net Assets129.24M
NTHEX vs PHYQX Comparison Chart
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NTHEX vs. PHYQX commentary
May 13, 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: 19.4B vs. NTHEX (129M). PHYQX pays higher dividends than NTHEX: PHYQX (7.48) vs NTHEX (5.42). 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 : 8.85 vs. NTHEX (4.02). PHYQX return over 5 years is better than : 34.62 vs. NTHEX (28.96).
| 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 | 0.263 | 1.716 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 19.4B | 1% |
| Annual Yield % from dividends | 5.42 | 7.48 | 72% |
| Returns for 1 year | 4.02 | 8.85 | 45% |
| Returns for 3 years | 17.80 | 22.39 | 79% |
| Returns for 5 years | 28.96 | 34.62 | 84% |
| Returns for 10 years | 16.14 | 64.28 | 25% |
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