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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
Oct 27, 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 Hold and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PBHAX (20.6B) and PHYEX (20.6B) have equal amount of cash in the bank . PBHAX (6.94) and PHYEX (6.78) 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). PHYEX (8.23) and PBHAX (8.20) have marching annual gain over last year. PBHAX (25.77) and PHYEX (24.76) 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 | 7.323 | 7.407 | 99% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 20.6B | 100% |
| Annual Yield % from dividends | 6.94 | 6.78 | 102% |
| Returns for 1 year | 8.20 | 8.23 | 100% |
| Returns for 3 years | 33.67 | 32.99 | 102% |
| Returns for 5 years | 25.77 | 24.76 | 104% |
| Returns for 10 years | 71.43 | N/A | - |
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