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PHYEX vs WHIYX
PHYEX vs WHIYX Comparison
Open Charts PHYEX vs WHIYX
Macquarie High Income Fund
Price$5.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.3B
PHYEX vs WHIYX Comparison Chart in %
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PHYEX vs. WHIYX commentary
Jul 11, 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 Buy.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.1B vs. WHIYX (2.3B). PHYEX (6.82) and WHIYX (6.58) have matching dividends . 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 : 9.86 vs. WHIYX (4.96). WHIYX return over 5 years is better than : 31.86 vs. PHYEX (27.80).
| 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 | 5.035 | 2.449 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1B | 2.3B | 875% |
| Annual Yield % from dividends | 6.82 | 6.58 | 104% |
| Returns for 1 year | 9.86 | 4.96 | 199% |
| Returns for 3 years | 28.12 | 27.43 | 103% |
| Returns for 5 years | 27.80 | 31.86 | 87% |
| Returns for 10 years | N/A | 50.93 | - |
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