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PHYEX vs WHIAX
PHYEX vs WHIAX Comparison
Open Charts PHYEX vs WHIAX
Macquarie High Income Fund
Price$5.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.14B
PHYEX vs WHIAX Comparison Chart in %
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PHYEX vs. WHIAX commentary
Oct 07, 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: 21.1B vs. WHIAX (2.15B). PHYEX pays higher dividends than WHIAX: PHYEX (6.78) vs WHIAX (6.34). 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 : 7.34 vs. WHIAX (2.81). WHIAX (25.69) and PHYEX (25.00) have equivalent 5 years return.
| 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 | 7.407 | 4.357 | 170% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 2.15B | 984% |
| Annual Yield % from dividends | 6.78 | 6.34 | 107% |
| Returns for 1 year | 7.34 | 2.81 | 261% |
| Returns for 3 years | 32.40 | 29.76 | 109% |
| Returns for 5 years | 25.00 | 25.69 | 97% |
| Returns for 10 years | N/A | 58.53 | - |
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