Interact to see
Advertisement
Advertisement
PBHAX vs PHYEX
PBHAX vs PHYEX Comparison
Open Charts PBHAX vs PHYEX
PBHAX vs PHYEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBHAX vs. PHYEX commentary
Jul 14, 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 (22.5B) and PHYEX (22.5B) have equal amount of cash in the bank . PBHAX (6.73) and PHYEX (6.54) 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). PBHAX annual gain was more profitable for investors over the last year : 5.81 vs. PHYEX (5.39). PBHAX return over 5 years is better than : 18.82 vs. PHYEX (17.82).
| 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 | 1.814 | 1.510 | 120% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 22.5B | 100% |
| Annual Yield % from dividends | 6.73 | 6.54 | 103% |
| Returns for 1 year | 5.81 | 5.39 | 108% |
| Returns for 3 years | 26.94 | 26.28 | 103% |
| Returns for 5 years | 18.82 | 17.82 | 106% |
| Returns for 10 years | 66.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EKSYX | 6.61 | N/A | N/A |
| Allspring Diversified Income Bldr Inst | |||
| JIECX | 21.91 | N/A | N/A |
| JPMorgan International Equity C | |||
| HLMSX | 19.14 | N/A | N/A |
| Harding Loevner Intl Small Coms Inv | |||
| NINAX | 29.21 | N/A | N/A |
| Neuberger Intrinsic Value A | |||
| FBAFX | 40.47 | -0.33 | -0.81% |
| American Funds American Balanced 529-F-2 | |||