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PHLAX vs VGHCX
PHLAX vs VGHCX Comparison Chart
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PHLAX vs. VGHCX commentary
May 23, 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 PHLAX is a Buy and VGHCX is a Hold.
FUNDAMENTALS
Fundamentals
VGHCX has more cash in the bank: 38.2B vs. PHLAX (1.34B). VGHCX pays higher dividends than PHLAX: VGHCX (0.86) vs PHLAX (0.80). PHLAX was incepted earlier than VGHCX: PHLAX (26 years) vs VGHCX (41 years). PHLAX (1.13) is less costly to investors than VGHCX (0.35). PHLAX is a more actively managed with annual turnover of: 79.00 vs. VGHCX (29.00). PHLAX has a lower initial minimum investment than VGHCX: PHLAX (1000) vs VGHCX (3000). VGHCX annual gain was more profitable for investors over the last year : -21.61 vs. PHLAX (-23.08). VGHCX return over 5 years is better than : -16.81 vs. PHLAX (-34.61).
| PHLAX | VGHCX | PHLAX / VGHCX | |
| Total Expense Ratio | 1.13 | 0.35 | 323% |
| Annual Report Gross Expense Ratio | 1.13 | 0.35 | 323% |
| Fund Existence | 26 years | 41 years | - |
| Gain YTD | -9.629 | -7.276 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 38.2B | 4% |
| Annual Yield % from dividends | 0.80 | 0.86 | 93% |
| Returns for 1 year | -23.08 | -21.61 | 107% |
| Returns for 3 years | -2.77 | -15.57 | 18% |
| Returns for 5 years | -34.61 | -16.81 | 206% |
| Returns for 10 years | -44.31 | -27.24 | 163% |