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PBHAX vs PHYQX
PBHAX vs PHYQX Comparison
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PBHAX vs PHYQX Comparison Chart in %
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PBHAX vs. PHYQX commentary
Jun 04, 2026
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 (22.3B) and PHYQX (22.3B) have equal amount of cash in the bank . PHYQX pays higher dividends than PBHAX: PHYQX (7.06) vs PBHAX (6.72). PBHAX was incepted earlier than PHYQX: PBHAX (36 years) vs PHYQX (15 years). PBHAX (0.74) is less costly to investors than PHYQX (0.38). PBHAX (49.00) and PHYQX (49.00) 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 : 7.98 vs. PBHAX (7.58). PHYQX return over 5 years is better than : 22.04 vs. PBHAX (20.03).
| 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 | 15 years | - |
| Gain YTD | 1.679 | 1.848 | 91% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 22.3B | 100% |
| Annual Yield % from dividends | 6.72 | 7.06 | 95% |
| Returns for 1 year | 7.58 | 7.98 | 95% |
| Returns for 3 years | 29.14 | 30.55 | 95% |
| Returns for 5 years | 20.03 | 22.04 | 91% |
| Returns for 10 years | 71.13 | 77.39 | 92% |
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