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PHYEX vs WHIYX
PHYEX vs WHIYX Comparison
Open Charts PHYEX vs WHIYX
Macquarie High Income Fund
Price$6.00
Change-$0.02 (-0.33%)
VolumeN/A
Net Assets2.19B
PHYEX vs WHIYX Comparison Chart in %
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PHYEX vs. WHIYX commentary
Sep 15, 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 WHIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 21.1B vs. WHIYX (2.19B). PHYEX pays higher dividends than WHIYX: PHYEX (6.77) vs WHIYX (6.37). PHYEX was incepted earlier than WHIYX: PHYEX (8 years) vs WHIYX (27 years). WHIYX (1.00) is less costly to investors than PHYEX (0.94). WHIYX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (42.00). PHYEX (0) and WHIYX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 8.69 vs. WHIYX (5.23). WHIYX (25.84) and PHYEX (25.47) have equivalent 5 years return.
| PHYEX | WHIYX | PHYEX / WHIYX | |
| Total Expense Ratio | 0.91 | 0.97 | 94% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 7.513 | 4.191 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1B | 2.19B | 965% |
| Annual Yield % from dividends | 6.77 | 6.37 | 106% |
| Returns for 1 year | 8.69 | 5.23 | 166% |
| Returns for 3 years | 28.73 | 25.74 | 112% |
| Returns for 5 years | 25.47 | 25.84 | 99% |
| Returns for 10 years | N/A | 56.94 | - |
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