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PBHAX vs PHYGX
PBHAX vs PHYGX Comparison
Open Charts PBHAX vs PHYGX
PBHAX vs PHYGX Comparison Chart in %
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PBHAX vs. PHYGX 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 PHYGX is a Hold.
FUNDAMENTALS
Fundamentals
PBHAX (20.6B) and PHYGX (20.6B) have equal amount of cash in the bank . PHYGX (7.02) and PBHAX (6.94) have matching dividends . PBHAX was incepted earlier than PHYGX: PBHAX (36 years) vs PHYGX (8 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 (8.28) and PBHAX (8.20) have marching annual gain over last year. PHYGX (26.31) and PBHAX (25.77) 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 | 36 years | 8 years | - |
| Gain YTD | 7.323 | 7.386 | 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 | 7.02 | 99% |
| Returns for 1 year | 8.20 | 8.28 | 99% |
| Returns for 3 years | 33.67 | 33.72 | 100% |
| Returns for 5 years | 25.77 | 26.31 | 98% |
| Returns for 10 years | 71.43 | N/A | - |
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