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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
Jun 28, 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 PHYQX is a Buy.
FUNDAMENTALS
Fundamentals
PBHAX (20B) and PHYQX (20B) have equal amount of cash in the bank . PHYQX (7.42) and PBHAX (7.06) have matching dividends . PBHAX was incepted earlier than PHYQX: PBHAX (35 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 (10.45) and PBHAX (10.05) have marching annual gain over last year. PHYQX return over 5 years is better than : 31.35 vs. PBHAX (28.97).
| PBHAX | PHYQX | PBHAX / PHYQX | |
| Total Expense Ratio | 0.74 | 0.38 | 195% |
| Annual Report Gross Expense Ratio | 0.74 | 0.38 | 195% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | 4.114 | 4.269 | 96% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20B | 20B | 100% |
| Annual Yield % from dividends | 7.06 | 7.42 | 95% |
| Returns for 1 year | 10.05 | 10.45 | 96% |
| Returns for 3 years | 28.20 | 29.61 | 95% |
| Returns for 5 years | 28.97 | 31.35 | 92% |
| Returns for 10 years | 63.37 | 69.32 | 91% |
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