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PHYEX vs WHIAX
PHYEX vs WHIAX Comparison
Open Charts PHYEX vs WHIAX
Macquarie High Income Fund
Price$5.95
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets2.27B
PHYEX vs WHIAX Comparison Chart in %
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PHYEX vs. WHIAX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.2B vs. WHIAX (2.27B). PHYEX (6.82) and WHIAX (6.58) 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 : 8.72 vs. WHIAX (4.27). WHIAX return over 5 years is better than : 29.78 vs. PHYEX (26.30).
| 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 | 4.602 | 2.448 | 188% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2B | 2.27B | 890% |
| Annual Yield % from dividends | 6.82 | 6.58 | 104% |
| Returns for 1 year | 8.72 | 4.27 | 204% |
| Returns for 3 years | 27.59 | 27.29 | 101% |
| Returns for 5 years | 26.30 | 29.78 | 88% |
| Returns for 10 years | N/A | 50.64 | - |
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