Interact to see
Advertisement
Advertisement
PBHAX vs PHYGX
PBHAX vs PHYGX Comparison
Open Charts PBHAX vs PHYGX
PBHAX vs PHYGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBHAX vs. PHYGX commentary
Jun 08, 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 PHYGX is a Buy.
FUNDAMENTALS
Fundamentals
PBHAX (19.7B) and PHYGX (19.7B) have equal amount of cash in the bank . PHYGX (7.14) and PBHAX (7.06) have matching dividends . PBHAX was incepted earlier than PHYGX: PBHAX (35 years) vs PHYGX (7 years). PBHAX (0.74) is less costly to investors than PHYGX (0.67). PBHAX (42.00) and PHYGX (42.00) have comparable annual turnover. PHYGX has a lower initial minimum investment than PBHAX: PHYGX (0) vs PBHAX (1000). PBHAX (9.15) and PHYGX (9.00) have marching annual gain over last year. PHYGX (25.28) and PBHAX (24.73) have equivalent 5 years return.
| PBHAX | PHYGX | PBHAX / PHYGX | |
| Total Expense Ratio | 0.74 | 0.66 | 112% |
| Annual Report Gross Expense Ratio | 0.74 | 0.67 | 110% |
| Fund Existence | 35 years | 7 years | - |
| Gain YTD | 3.036 | 3.069 | 99% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 19.7B | 100% |
| Annual Yield % from dividends | 7.06 | 7.14 | 99% |
| Returns for 1 year | 9.15 | 9.00 | 102% |
| Returns for 3 years | 19.91 | 20.22 | 98% |
| Returns for 5 years | 24.73 | 25.28 | 98% |
| Returns for 10 years | 61.33 | 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 % |
| PSBPX | 27.05 | 0.30 | +1.12% |
| Principal SmallCap R5 | |||
| TQSAX | 22.67 | 0.25 | +1.12% |
| T. Rowe Price Integrated US SMCC Eq Adv | |||
| VMVLX | 254.40 | 2.62 | +1.04% |
| Vanguard Mega Cap Value Index Instl | |||
| CFMVX | 23.85 | 0.24 | +1.02% |
| Commerce MidCap Value | |||
| SIMYX | 12.69 | -0.03 | -0.24% |
| SEI Tax-Managed Intl Mgd Vol Y (SIMT) | |||