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PHLCX vs VHCIX
PHLCX vs VHCIX Comparison Chart
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PHLCX vs. VHCIX commentary
May 09, 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 PHLCX is a Buy and VHCIX is a Buy.
FUNDAMENTALS
Fundamentals
VHCIX has more cash in the bank: 18.3B vs. PHLCX (1.39B). VHCIX pays higher dividends than PHLCX: VHCIX (1.56) vs PHLCX (1.41). PHLCX was incepted earlier than VHCIX: PHLCX (26 years) vs VHCIX (21 years). PHLCX (1.96) is less costly to investors than VHCIX (0.09). PHLCX is a more actively managed with annual turnover of: 79.00 vs. VHCIX (4.00). PHLCX has a lower initial minimum investment than VHCIX: PHLCX (1000) vs VHCIX (100000). VHCIX annual gain was more profitable for investors over the last year : -6.10 vs. PHLCX (-34.57). VHCIX return over 5 years is better than : 29.62 vs. PHLCX (-63.88).
| PHLCX | VHCIX | PHLCX / VHCIX | |
| Total Expense Ratio | 1.96 | 0.09 | 2,178% |
| Annual Report Gross Expense Ratio | 1.96 | 0.09 | 2,178% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | -7.594 | -3.326 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 18.3B | 8% |
| Annual Yield % from dividends | 1.41 | 1.56 | 91% |
| Returns for 1 year | -34.57 | -6.10 | 566% |
| Returns for 3 years | -26.39 | 3.33 | -792% |
| Returns for 5 years | -63.88 | 29.62 | -216% |
| Returns for 10 years | -73.44 | 79.75 | -92% |
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