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PBHAX vs PHYEX
PBHAX vs PHYEX Comparison
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PBHAX vs PHYEX Comparison Chart in %
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PBHAX vs. PHYEX commentary
Jul 22, 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 (20.2B) and PHYEX (20.2B) have equal amount of cash in the bank . PBHAX (7.00) and PHYEX (6.82) have matching dividends . PBHAX was incepted earlier than PHYEX: PBHAX (36 years) vs PHYEX (8 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 (9.13) and PHYEX (8.94) have marching annual gain over last year. PBHAX (27.33) and PHYEX (26.56) 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 | 36 years | 8 years | - |
| Gain YTD | 4.686 | 4.819 | 97% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2B | 20.2B | 100% |
| Annual Yield % from dividends | 7.00 | 6.82 | 103% |
| Returns for 1 year | 9.13 | 8.94 | 102% |
| Returns for 3 years | 27.39 | 26.77 | 102% |
| Returns for 5 years | 27.33 | 26.56 | 103% |
| Returns for 10 years | 64.57 | N/A | - |
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