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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
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 PHYGX is a Hold.
FUNDAMENTALS
Fundamentals
PBHAX (22.7B) and PHYGX (22.7B) have equal amount of cash in the bank . PHYGX (6.86) and PBHAX (6.79) have matching dividends . PBHAX was incepted earlier than PHYGX: PBHAX (37 years) vs PHYGX (9 years). PBHAX (0.74) is less costly to investors than PHYGX (0.67). PBHAX (49.00) and PHYGX (49.00) have comparable annual turnover. PHYGX has a lower initial minimum investment than PBHAX: PHYGX (0) vs PBHAX (1000). PHYGX annual gain was more profitable for investors over the last year : 4.78 vs. PBHAX (4.49). PHYGX (20.05) and PBHAX (19.51) 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 | 37 years | 9 years | - |
| Gain YTD | 1.746 | 1.998 | 87% |
| 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 | 6.86 | 99% |
| Returns for 1 year | 4.49 | 4.78 | 94% |
| Returns for 3 years | 28.09 | 28.37 | 99% |
| Returns for 5 years | 19.51 | 20.05 | 97% |
| Returns for 10 years | 63.53 | N/A | - |
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