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PHYEX vs WHIAX
PHYEX vs WHIAX Comparison
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PHYEX vs WHIAX Comparison Chart in %
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PHYEX vs. WHIAX commentary
Jun 24, 2026
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: 22.4B vs. WHIAX (1.66B). PHYEX (6.53) and WHIAX (6.43) have matching dividends . PHYEX was incepted earlier than WHIAX: PHYEX (8 years) vs WHIAX (26 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 (49.00). 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 : 6.50 vs. WHIAX (4.70). PHYEX return over 5 years is better than : 18.59 vs. WHIAX (12.76).
| 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 | 26 years | - |
| Gain YTD | 1.391 | -0.894 | -156% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 1.66B | 1,351% |
| Annual Yield % from dividends | 6.53 | 6.43 | 102% |
| Returns for 1 year | 6.50 | 4.70 | 138% |
| Returns for 3 years | 28.75 | 19.60 | 147% |
| Returns for 5 years | 18.59 | 12.76 | 146% |
| Returns for 10 years | N/A | 59.89 | - |
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