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OSTIX vs PHYEX
OSTIX vs PHYEX Comparison
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OSTIX vs PHYEX Comparison Chart in %
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OSTIX vs. PHYEX commentary
Sep 10, 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 OSTIX is a Hold and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.8B vs. OSTIX (5.81B). PHYEX pays higher dividends than OSTIX: PHYEX (6.57) vs OSTIX (5.18). OSTIX was incepted earlier than PHYEX: OSTIX (24 years) vs PHYEX (9 years). PHYEX (0.95) is less costly to investors than OSTIX (0.86). PHYEX is a more actively managed with annual turnover of: 49.00 vs. OSTIX (37.00). PHYEX has a lower initial minimum investment than OSTIX: PHYEX (0) vs OSTIX (5000). OSTIX annual gain was more profitable for investors over the last year : 3.89 vs. PHYEX (3.24). OSTIX return over 5 years is better than : 24.20 vs. PHYEX (16.98).
| OSTIX | PHYEX | OSTIX / PHYEX | |
| Total Expense Ratio | 0.86 | 0.91 | 95% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.984 | 1.785 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 22.8B | 25% |
| Annual Yield % from dividends | 5.18 | 6.57 | 79% |
| Returns for 1 year | 3.89 | 3.24 | 120% |
| Returns for 3 years | 22.92 | 26.33 | 87% |
| Returns for 5 years | 24.20 | 16.98 | 143% |
| Returns for 10 years | 61.14 | N/A | - |
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