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PFGAX vs WHOSX
PFGAX vs WHOSX Comparison
Open Charts PFGAX vs WHOSX
PFGAX vs WHOSX Comparison Chart in %
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PFGAX vs. WHOSX commentary
Aug 25, 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 PFGAX is a Hold and WHOSX is a Hold.
FUNDAMENTALS
Fundamentals
PFGAX has more cash in the bank: 750M vs. WHOSX (106M). PFGAX (4.07) and WHOSX (3.97) have matching dividends . PFGAX was incepted earlier than WHOSX: PFGAX (30 years) vs WHOSX (40 years). PFGAX (4.00) is less costly to investors than WHOSX (0.73). PFGAX is a more actively managed with annual turnover of: 142.00 vs. WHOSX (4.00). PFGAX has a lower initial minimum investment than WHOSX: PFGAX (1000) vs WHOSX (2000). WHOSX annual gain was more profitable for investors over the last year : 2.00 vs. PFGAX (-0.66). PFGAX return over 5 years is better than : -32.90 vs. WHOSX (-38.21).
| PFGAX | WHOSX | PFGAX / WHOSX | |
| Total Expense Ratio | 4.00 | 0.73 | 549% |
| Annual Report Gross Expense Ratio | 4.00 | 0.73 | 549% |
| Fund Existence | 30 years | 40 years | - |
| Gain YTD | -3.378 | -0.484 | 698% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 106M | 708% |
| Annual Yield % from dividends | 4.07 | 3.97 | 103% |
| Returns for 1 year | -0.66 | 2.00 | -33% |
| Returns for 3 years | 1.80 | -4.04 | -44% |
| Returns for 5 years | -32.90 | -38.21 | 86% |
| Returns for 10 years | -37.09 | -36.96 | 100% |
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