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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
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 PHYQX is a Hold.
FUNDAMENTALS
Fundamentals
PBHAX (20.6B) and PHYQX (20.6B) have equal amount of cash in the bank . PHYQX (7.30) and PBHAX (6.94) 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 (8.58) and PBHAX (8.20) have marching annual gain over last year. PHYQX return over 5 years is better than : 28.09 vs. PBHAX (25.77).
| 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 | 7.323 | 7.610 | 96% |
| 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 | 7.30 | 95% |
| Returns for 1 year | 8.20 | 8.58 | 95% |
| Returns for 3 years | 33.67 | 35.13 | 96% |
| Returns for 5 years | 25.77 | 28.09 | 92% |
| Returns for 10 years | 71.43 | 77.69 | 92% |
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