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PHYEX vs PHYTX
PHYEX vs PHYTX Comparison
Open Charts PHYEX vs PHYTX
Principal High Yield Inst
Price$6.70
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets6.39B
PHYEX vs PHYTX Comparison Chart in %
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PHYEX vs. PHYTX commentary
Jun 24, 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 PHYEX is a Buy and PHYTX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 19.8B vs. PHYTX (6.39B). PHYEX (6.90) and PHYTX (6.74) have matching dividends . PHYEX was incepted earlier than PHYTX: PHYEX (7 years) vs PHYTX (27 years). PHYEX (0.94) is less costly to investors than PHYTX (0.60). PHYEX is a more actively managed with annual turnover of: 42.00 vs. PHYTX (39.10). PHYEX (0) and PHYTX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 9.41 vs. PHYTX (7.57). PHYTX return over 5 years is better than : 32.02 vs. PHYEX (25.44).
| PHYEX | PHYTX | PHYEX / PHYTX | |
| Total Expense Ratio | 0.91 | 0.60 | 152% |
| Annual Report Gross Expense Ratio | 0.94 | 0.60 | 157% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 3.611 | 2.709 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 6.39B | 310% |
| Annual Yield % from dividends | 6.90 | 6.74 | 102% |
| Returns for 1 year | 9.41 | 7.57 | 124% |
| Returns for 3 years | 26.23 | 27.88 | 94% |
| Returns for 5 years | 25.44 | 32.02 | 79% |
| Returns for 10 years | N/A | 62.39 | - |