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PBHAX vs PHYQX
PBHAX vs PHYQX Comparison
Open Charts PBHAX vs PHYQX
PBHAX vs PHYQX Comparison Chart
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PBHAX vs. PHYQX commentary
May 15, 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 (19.5B) and PHYQX (19.5B) have equal amount of cash in the bank . PHYQX (7.48) and PBHAX (7.13) 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 (9.31) and PBHAX (9.16) have marching annual gain over last year. PHYQX return over 5 years is better than : 35.73 vs. PBHAX (33.54).
| 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 | 2.026 | 2.145 | 94% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 19.5B | 100% |
| Annual Yield % from dividends | 7.13 | 7.48 | 95% |
| Returns for 1 year | 9.16 | 9.31 | 98% |
| Returns for 3 years | 21.57 | 22.91 | 94% |
| Returns for 5 years | 33.54 | 35.73 | 94% |
| Returns for 10 years | 58.84 | 64.98 | 91% |
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