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PBHAX vs PHYGX
PBHAX vs PHYGX Comparison
Open Charts PBHAX vs PHYGX
PBHAX vs PHYGX Comparison Chart
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PBHAX vs. PHYGX commentary
Apr 20, 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 (19B) and PHYGX (19B) have equal amount of cash in the bank . PHYGX (7.16) and PBHAX (7.08) 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). PHYGX (8.80) and PBHAX (8.49) have marching annual gain over last year. PHYGX (31.04) and PBHAX (30.18) 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 | -0.257 | -0.026 | 991% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19B | 19B | 100% |
| Annual Yield % from dividends | 7.08 | 7.16 | 99% |
| Returns for 1 year | 8.49 | 8.80 | 96% |
| Returns for 3 years | 14.17 | 14.49 | 98% |
| Returns for 5 years | 30.18 | 31.04 | 97% |
| Returns for 10 years | 55.79 | N/A | - |
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