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PBHAX vs PHYQX
PBHAX vs PHYQX Comparison
Open Charts PBHAX vs PHYQX
PBHAX vs PHYQX Comparison Chart in %
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PBHAX vs. PHYQX commentary
Nov 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 Hold and PHYQX is a Hold.
FUNDAMENTALS
Fundamentals
PBHAX (20.5B) and PHYQX (20.5B) have equal amount of cash in the bank . PHYQX (7.33) and PBHAX (6.97) have matching dividends . PBHAX was incepted earlier than PHYQX: PBHAX (36 years) vs PHYQX (14 years). PBHAX (0.74) is less costly to investors than PHYQX (0.38). PBHAX (42.00) and PHYQX (42.00) have comparable annual turnover. PHYQX has a lower initial minimum investment than PBHAX: PHYQX (0) vs PBHAX (1000). PHYQX annual gain was more profitable for investors over the last year : 7.69 vs. PBHAX (7.31). PHYQX return over 5 years is better than : 25.04 vs. PBHAX (22.78).
| PBHAX | PHYQX | PBHAX / PHYQX | |
| Total Expense Ratio | 0.74 | 0.38 | 195% |
| Annual Report Gross Expense Ratio | 0.74 | 0.38 | 195% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 7.047 | 7.365 | 96% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 20.5B | 100% |
| Annual Yield % from dividends | 6.97 | 7.33 | 95% |
| Returns for 1 year | 7.31 | 7.69 | 95% |
| Returns for 3 years | 30.27 | 31.68 | 96% |
| Returns for 5 years | 22.78 | 25.04 | 91% |
| Returns for 10 years | 73.65 | 79.98 | 92% |
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