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PHYEX vs WHIAX
PHYEX vs WHIAX Comparison
Open Charts PHYEX vs WHIAX
Macquarie High Income Fund
Price$5.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.26B
PHYEX vs WHIAX Comparison Chart in %
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PHYEX vs. WHIAX commentary
Aug 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 PHYEX is a Buy and WHIAX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.5B vs. WHIAX (2.26B). PHYEX (6.81) and WHIAX (6.49) have matching dividends . PHYEX was incepted earlier than WHIAX: PHYEX (8 years) vs WHIAX (25 years). WHIAX (1.02) is less costly to investors than PHYEX (0.94). WHIAX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (42.00). PHYEX has a lower initial minimum investment than WHIAX: PHYEX (0) vs WHIAX (1000). PHYEX annual gain was more profitable for investors over the last year : 9.37 vs. WHIAX (5.47). WHIAX return over 5 years is better than : 27.21 vs. PHYEX (24.09).
| PHYEX | WHIAX | PHYEX / WHIAX | |
| Total Expense Ratio | 0.91 | 0.97 | 94% |
| Annual Report Gross Expense Ratio | 0.94 | 1.02 | 92% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.833 | 3.490 | 167% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 2.26B | 908% |
| Annual Yield % from dividends | 6.81 | 6.49 | 105% |
| Returns for 1 year | 9.37 | 5.47 | 171% |
| Returns for 3 years | 23.23 | 22.33 | 104% |
| Returns for 5 years | 24.09 | 27.21 | 89% |
| Returns for 10 years | N/A | 54.19 | - |
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