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PHYEX vs WHIYX
PHYEX vs WHIYX Comparison
Open Charts PHYEX vs WHIYX
Macquarie High Income Fund
Price$5.97
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets2.1B
PHYEX vs WHIYX Comparison Chart in %
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PHYEX vs. WHIYX commentary
Oct 27, 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 WHIYX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.6B vs. WHIYX (2.1B). PHYEX pays higher dividends than WHIYX: PHYEX (6.78) vs WHIYX (6.34). PHYEX was incepted earlier than WHIYX: PHYEX (8 years) vs WHIYX (27 years). WHIYX (0.96) and PHYEX (0.94) have similar cost to investors . 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 : 8.23 vs. WHIYX (4.50). WHIYX (25.34) and PHYEX (24.76) have equivalent 5 years return.
| PHYEX | WHIYX | PHYEX / WHIYX | |
| Total Expense Ratio | 0.91 | 0.88 | 103% |
| Annual Report Gross Expense Ratio | 0.94 | 0.96 | 98% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 7.407 | 4.184 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 2.1B | 979% |
| Annual Yield % from dividends | 6.78 | 6.34 | 107% |
| Returns for 1 year | 8.23 | 4.50 | 183% |
| Returns for 3 years | 32.99 | 30.12 | 110% |
| Returns for 5 years | 24.76 | 25.34 | 98% |
| Returns for 10 years | N/A | 57.14 | - |
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