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PHYEX vs WHIAX
PHYEX vs WHIAX Comparison
Open Charts PHYEX vs WHIAX
Macquarie High Income Fund
Price$5.93
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets2.04B
PHYEX vs WHIAX Comparison Chart in %
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PHYEX vs. WHIAX commentary
Nov 28, 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 Hold and WHIAX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.8B vs. WHIAX (2.04B). PHYEX pays higher dividends than WHIAX: PHYEX (6.79) vs WHIAX (6.32). PHYEX was incepted earlier than WHIAX: PHYEX (8 years) vs WHIAX (25 years). WHIAX (0.96) and PHYEX (0.95) have similar cost to investors . 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 : 7.79 vs. WHIAX (3.41). PHYEX return over 5 years is better than : 21.85 vs. WHIAX (20.31).
| PHYEX | WHIAX | PHYEX / WHIAX | |
| Total Expense Ratio | 0.91 | 0.88 | 103% |
| Annual Report Gross Expense Ratio | 0.95 | 0.96 | 99% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 7.558 | 4.011 | 188% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8B | 2.04B | 1,018% |
| Annual Yield % from dividends | 6.79 | 6.32 | 107% |
| Returns for 1 year | 7.79 | 3.41 | 228% |
| Returns for 3 years | 29.29 | 27.41 | 107% |
| Returns for 5 years | 21.85 | 20.31 | 108% |
| Returns for 10 years | N/A | 60.99 | - |
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