Interact to see
Advertisement
Advertisement
PHYEX vs WHIAX
PHYEX vs WHIAX Comparison
Open Charts PHYEX vs WHIAX
PHYEX vs WHIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHYEX vs. WHIAX commentary
Jul 14, 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: 22.5B vs. WHIAX (1.64B). PHYEX (6.54) and WHIAX (6.47) have matching dividends . PHYEX was incepted earlier than WHIAX: PHYEX (9 years) vs WHIAX (26 years). WHIAX (0.96) and PHYEX (0.95) have similar cost to investors . PHYEX is a more actively managed with annual turnover of: 49.00 vs. WHIAX (34.00). 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 : 5.39 vs. WHIAX (2.22). PHYEX return over 5 years is better than : 17.82 vs. WHIAX (12.24).
| PHYEX | WHIAX | PHYEX / WHIAX | |
| Total Expense Ratio | 0.91 | 0.88 | 103% |
| Annual Report Gross Expense Ratio | 0.95 | 0.96 | 99% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 1.510 | -0.918 | -164% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.64B | 1,375% |
| Annual Yield % from dividends | 6.54 | 6.47 | 101% |
| Returns for 1 year | 5.39 | 2.22 | 242% |
| Returns for 3 years | 26.28 | 17.45 | 151% |
| Returns for 5 years | 17.82 | 12.24 | 146% |
| Returns for 10 years | N/A | 54.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers