Ad is loading...
PBHAX vs PHYEX
PBHAX vs PHYEX Comparison
Open Charts PBHAX vs PHYEX
PBHAX vs PHYEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBHAX vs. PHYEX commentary
Apr 20, 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 (19B) and PHYEX (19B) have equal amount of cash in the bank . PBHAX (7.08) and PHYEX (6.91) 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). PHYEX (8.53) and PBHAX (8.49) have marching annual gain over last year. PBHAX (30.18) and PHYEX (29.15) 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 | -0.257 | -0.086 | 298% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19B | 19B | 100% |
| Annual Yield % from dividends | 7.08 | 6.91 | 102% |
| Returns for 1 year | 8.49 | 8.53 | 100% |
| Returns for 3 years | 14.17 | 13.63 | 104% |
| Returns for 5 years | 30.18 | 29.15 | 104% |
| Returns for 10 years | 55.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| UBVVX | 74.01 | 0.76 | +1.04% |
| Undiscovered Managers Behavioral Val R5 | |||
| ERBAX | 16.87 | 0.07 | +0.42% |
| Eaton Vance RBA Equity Strategy Fd Cl A | |||
| TWQCX | 13.39 | -0.01 | -0.07% |
| Transamerica Large Cap Value C | |||
| FCAOX | 10.42 | -0.01 | -0.10% |
| Fidelity Advisor Climate Action M | |||
| DFDPX | 34.16 | -0.08 | -0.23% |
| DF Dent Premier Growth Investor | |||