PHYEX
Price
$4.77
Change
-$0.01 (-0.21%)
Updated
Jul 13 closing price
Net Assets
22.5B
PHYZX
Price
$4.78
Change
-$0.01 (-0.21%)
Updated
Jul 13 closing price
Net Assets
22.5B
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PHYEX vs PHYZX

PHYEX vs PHYZX Comparison Chart in %
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PHYEX vs. PHYZX commentary
Jul 14, 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 PHYEX is a Hold and PHYZX is a Hold.

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FUNDAMENTALS
Fundamentals
PHYEX (22.5B) and PHYZX (22.5B) have equal amount of cash in the bank . PHYZX pays higher dividends than PHYEX: PHYZX (6.97) vs PHYEX (6.54). PHYEX was incepted earlier than PHYZX: PHYEX (9 years) vs PHYZX (30 years). PHYEX (0.95) is less costly to investors than PHYZX (0.51). PHYEX (49.00) and PHYZX (49.00) have comparable annual turnover. PHYEX (0) and PHYZX (0) have matching initial minimum investment requirements. PHYZX annual gain was more profitable for investors over the last year : 6.06 vs. PHYEX (5.39). PHYZX return over 5 years is better than : 20.28 vs. PHYEX (17.82).
PHYEXPHYZXPHYEX / PHYZX
Total Expense Ratio0.910.51178%
Annual Report Gross Expense Ratio0.950.51186%
Fund Existence9 years30 years-
Gain YTD1.5101.94078%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets22.5B22.5B100%
Annual Yield % from dividends6.546.9794%
Returns for 1 year5.396.0689%
Returns for 3 years26.2827.8394%
Returns for 5 years17.8220.2888%
Returns for 10 yearsN/A70.28-
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