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PBHAX vs PHYEX
PBHAX vs PHYEX Comparison
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PBHAX vs PHYEX Comparison Chart
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PBHAX vs. PHYEX commentary
Jun 08, 2025
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 PBHAX is a Buy and PHYEX is a Buy.
FUNDAMENTALS
Fundamentals
PBHAX (19.7B) and PHYEX (19.7B) have equal amount of cash in the bank . PBHAX (7.06) and PHYEX (6.90) have matching dividends . PBHAX was incepted earlier than PHYEX: PBHAX (35 years) vs PHYEX (7 years). PHYEX (0.94) is less costly to investors than PBHAX (0.74). PBHAX (42.00) and PHYEX (42.00) have comparable annual turnover. PHYEX has a lower initial minimum investment than PBHAX: PHYEX (0) vs PBHAX (1000). PBHAX (9.15) and PHYEX (8.95) have marching annual gain over last year. PBHAX (24.73) and PHYEX (23.97) have equivalent 5 years return.
| PBHAX | PHYEX | PBHAX / PHYEX | |
| Total Expense Ratio | 0.74 | 0.91 | 81% |
| Annual Report Gross Expense Ratio | 0.74 | 0.94 | 79% |
| Fund Existence | 35 years | 7 years | - |
| Gain YTD | 3.036 | 3.180 | 95% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 19.7B | 100% |
| Annual Yield % from dividends | 7.06 | 6.90 | 102% |
| Returns for 1 year | 9.15 | 8.95 | 102% |
| Returns for 3 years | 19.91 | 19.57 | 102% |
| Returns for 5 years | 24.73 | 23.97 | 103% |
| Returns for 10 years | 61.33 | N/A | - |
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