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PBHAX vs PHYEX
PBHAX vs PHYEX Comparison
Open Charts PBHAX vs PHYEX
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PBHAX vs PHYEX Comparison Chart
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PBHAX vs. PHYEX commentary
Nov 07, 2024
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 (19.6B) and PHYEX (19.6B) have equal amount of cash in the bank . PBHAX (6.95) and PHYEX (6.79) have matching dividends . PBHAX was incepted earlier than PHYEX: PBHAX (35 years) vs PHYEX (7 years). PBHAX (22.00) and PHYEX (22.00) have comparable annual turnover. PHYEX has a lower initial minimum investment than PBHAX: PHYEX (0) vs PBHAX (1000). PHYEX (14.47) and PBHAX (14.43) have marching annual gain over last year. PBHAX (20.19) and PHYEX (19.29) have equivalent 5 years return.
| PBHAX | PHYEX | PBHAX / PHYEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 7 years | - |
| Gain YTD | 7.633 | 7.703 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 19.6B | 100% |
| Annual Yield % from dividends | 6.95 | 6.79 | 102% |
| Returns for 1 year | 14.43 | 14.47 | 100% |
| Returns for 3 years | 5.41 | 5.12 | 106% |
| Returns for 5 years | 20.19 | 19.29 | 105% |
| Returns for 10 years | 57.53 | N/A | - |
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