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OSTIX vs PHYGX
OSTIX vs PHYGX Comparison
Open Charts OSTIX vs PHYGX
OSTIX vs PHYGX Comparison Chart in %
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OSTIX vs. PHYGX commentary
Jun 12, 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 PHYGX is a Hold.
FUNDAMENTALS
Fundamentals
PHYGX has more cash in the bank: 22.3B vs. OSTIX (5.74B). PHYGX pays higher dividends than OSTIX: PHYGX (6.78) vs OSTIX (5.18). OSTIX was incepted earlier than PHYGX: OSTIX (24 years) vs PHYGX (8 years). OSTIX (0.83) is less costly to investors than PHYGX (0.67). PHYGX is a more actively managed with annual turnover of: 49.00 vs. OSTIX (40.00). PHYGX has a lower initial minimum investment than OSTIX: PHYGX (0) vs OSTIX (5000). PHYGX annual gain was more profitable for investors over the last year : 6.76 vs. OSTIX (4.94). OSTIX return over 5 years is better than : 25.15 vs. PHYGX (19.18).
| OSTIX | PHYGX | OSTIX / PHYGX | |
| Total Expense Ratio | 0.83 | 0.66 | 126% |
| Annual Report Gross Expense Ratio | 0.83 | 0.67 | 124% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 1.944 | 1.282 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.74B | 22.3B | 26% |
| Annual Yield % from dividends | 5.18 | 6.78 | 76% |
| Returns for 1 year | 4.94 | 6.76 | 73% |
| Returns for 3 years | 24.62 | 28.62 | 86% |
| Returns for 5 years | 25.15 | 19.18 | 131% |
| Returns for 10 years | 66.37 | N/A | - |
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