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OSTIX vs PHYQX
OSTIX vs PHYQX Comparison
Open Charts OSTIX vs PHYQX
OSTIX vs PHYQX Comparison Chart in %
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OSTIX vs. PHYQX 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 PHYQX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.3B vs. OSTIX (5.74B). PHYQX pays higher dividends than OSTIX: PHYQX (7.06) vs OSTIX (5.18). OSTIX was incepted earlier than PHYQX: OSTIX (24 years) vs PHYQX (15 years). OSTIX (0.83) is less costly to investors than PHYQX (0.38). PHYQX is a more actively managed with annual turnover of: 49.00 vs. OSTIX (40.00). PHYQX has a lower initial minimum investment than OSTIX: PHYQX (0) vs OSTIX (5000). PHYQX annual gain was more profitable for investors over the last year : 7.09 vs. OSTIX (4.94). OSTIX return over 5 years is better than : 25.15 vs. PHYQX (20.88).
| OSTIX | PHYQX | OSTIX / PHYQX | |
| Total Expense Ratio | 0.83 | 0.38 | 218% |
| Annual Report Gross Expense Ratio | 0.83 | 0.38 | 218% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 1.944 | 1.423 | 137% |
| 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 | 7.06 | 73% |
| Returns for 1 year | 4.94 | 7.09 | 70% |
| Returns for 3 years | 24.62 | 29.72 | 83% |
| Returns for 5 years | 25.15 | 20.88 | 120% |
| Returns for 10 years | 66.37 | 76.65 | 87% |
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