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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
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 PHYQX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.8B vs. OSTIX (5.81B). PHYQX pays higher dividends than OSTIX: PHYQX (7.13) vs OSTIX (5.18). OSTIX was incepted earlier than PHYQX: OSTIX (24 years) vs PHYQX (15 years). OSTIX (0.86) is less costly to investors than PHYQX (0.38). PHYQX is a more actively managed with annual turnover of: 49.00 vs. OSTIX (37.00). PHYQX has a lower initial minimum investment than OSTIX: PHYQX (0) vs OSTIX (5000). OSTIX (3.89) and PHYQX (3.82) have marching annual gain over last year. OSTIX return over 5 years is better than : 24.20 vs. PHYQX (20.15).
| OSTIX | PHYQX | OSTIX / PHYQX | |
| Total Expense Ratio | 0.86 | 0.38 | 226% |
| Annual Report Gross Expense Ratio | 0.86 | 0.38 | 226% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 2.984 | 2.386 | 125% |
| 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 | 7.13 | 73% |
| Returns for 1 year | 3.89 | 3.82 | 102% |
| Returns for 3 years | 22.92 | 28.38 | 81% |
| Returns for 5 years | 24.20 | 20.15 | 120% |
| Returns for 10 years | 61.14 | 69.88 | 87% |
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