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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
Nov 24, 2024
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 (19.6B) and PHYQX (19.6B) have equal amount of cash in the bank . PHYQX pays higher dividends than PBHAX: PHYQX (7.31) vs PBHAX (6.95). PBHAX was incepted earlier than PHYQX: PBHAX (35 years) vs PHYQX (13 years). PBHAX (22.00) and PHYQX (22.00) have comparable annual turnover. PHYQX has a lower initial minimum investment than PBHAX: PHYQX (0) vs PBHAX (1000). PHYQX (14.08) and PBHAX (13.68) have marching annual gain over last year. PHYQX return over 5 years is better than : 22.89 vs. PBHAX (20.63).
| PBHAX | PHYQX | PBHAX / PHYQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 13 years | - |
| Gain YTD | 7.633 | 7.950 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6B | 19.6B | 100% |
| Annual Yield % from dividends | 6.95 | 7.31 | 95% |
| Returns for 1 year | 13.68 | 14.08 | 97% |
| Returns for 3 years | 6.95 | 8.13 | 85% |
| Returns for 5 years | 20.63 | 22.89 | 90% |
| Returns for 10 years | 58.37 | 64.20 | 91% |
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