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PHYEX vs WHIAX
PHYEX vs WHIAX Comparison
Open Charts PHYEX vs WHIAX
Macquarie High Income Fund
Price$5.85
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets2.27B
PHYEX vs WHIAX Comparison Chart in %
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PHYEX vs. WHIAX commentary
Jun 23, 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: 19.8B vs. WHIAX (2.27B). PHYEX (6.90) and WHIAX (6.70) have matching dividends . PHYEX was incepted earlier than WHIAX: PHYEX (7 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 : 9.41 vs. WHIAX (3.89). WHIAX return over 5 years is better than : 27.04 vs. PHYEX (25.44).
| PHYEX | WHIAX | PHYEX / WHIAX | |
| Total Expense Ratio | 0.91 | 0.97 | 94% |
| Annual Report Gross Expense Ratio | 0.94 | 1.02 | 92% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 3.611 | 0.046 | 7,777% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 2.27B | 871% |
| Annual Yield % from dividends | 6.90 | 6.70 | 103% |
| Returns for 1 year | 9.41 | 3.89 | 242% |
| Returns for 3 years | 26.23 | 22.07 | 119% |
| Returns for 5 years | 25.44 | 27.04 | 94% |
| Returns for 10 years | N/A | 46.73 | - |
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