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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
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 PHYGX is a Hold.
FUNDAMENTALS
Fundamentals
PHYGX has more cash in the bank: 22.8B vs. OSTIX (5.81B). PHYGX pays higher dividends than OSTIX: PHYGX (6.84) vs OSTIX (5.18). OSTIX was incepted earlier than PHYGX: OSTIX (24 years) vs PHYGX (9 years). OSTIX (0.86) is less costly to investors than PHYGX (0.67). PHYGX is a more actively managed with annual turnover of: 49.00 vs. OSTIX (37.00). PHYGX has a lower initial minimum investment than OSTIX: PHYGX (0) vs OSTIX (5000). OSTIX annual gain was more profitable for investors over the last year : 3.89 vs. PHYGX (3.50). OSTIX return over 5 years is better than : 24.20 vs. PHYGX (18.45).
| OSTIX | PHYGX | OSTIX / PHYGX | |
| Total Expense Ratio | 0.86 | 0.66 | 130% |
| Annual Report Gross Expense Ratio | 0.86 | 0.67 | 128% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.984 | 2.167 | 138% |
| 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 | 6.84 | 76% |
| Returns for 1 year | 3.89 | 3.50 | 111% |
| Returns for 3 years | 22.92 | 27.28 | 84% |
| Returns for 5 years | 24.20 | 18.45 | 131% |
| Returns for 10 years | 61.14 | N/A | - |
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