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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
Aug 24, 2026
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 (22.7B) and PHYEX (22.7B) have equal amount of cash in the bank . PBHAX (6.79) and PHYEX (6.60) have matching dividends . PBHAX was incepted earlier than PHYEX: PBHAX (37 years) vs PHYEX (9 years). PHYEX (0.95) is less costly to investors than PBHAX (0.74). PBHAX (49.00) and PHYEX (49.00) have comparable annual turnover. PHYEX has a lower initial minimum investment than PBHAX: PHYEX (0) vs PBHAX (1000). PHYEX (4.51) and PBHAX (4.49) have marching annual gain over last year. PBHAX return over 5 years is better than : 19.51 vs. PHYEX (18.55).
| PBHAX | PHYEX | PBHAX / PHYEX | |
| Total Expense Ratio | 0.74 | 0.91 | 81% |
| Annual Report Gross Expense Ratio | 0.74 | 0.95 | 78% |
| Fund Existence | 37 years | 9 years | - |
| Gain YTD | 1.746 | 1.638 | 107% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 22.7B | 100% |
| Annual Yield % from dividends | 6.79 | 6.60 | 103% |
| Returns for 1 year | 4.49 | 4.51 | 100% |
| Returns for 3 years | 28.09 | 27.41 | 102% |
| Returns for 5 years | 19.51 | 18.55 | 105% |
| Returns for 10 years | 63.53 | N/A | - |
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