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PHYEX vs WHIYX
PHYEX vs WHIYX Comparison
Open Charts PHYEX vs WHIYX
Macquarie High Income Fund
Price$5.98
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets2.23B
PHYEX vs WHIYX Comparison Chart in %
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PHYEX vs. WHIYX commentary
Aug 25, 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 Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.7B vs. WHIYX (2.23B). PHYEX (6.81) and WHIYX (6.49) 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 : 8.91 vs. WHIYX (5.12). WHIYX return over 5 years is better than : 26.84 vs. PHYEX (25.06).
| 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 | 6.269 | 3.319 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7B | 2.23B | 928% |
| Annual Yield % from dividends | 6.81 | 6.49 | 105% |
| Returns for 1 year | 8.91 | 5.12 | 174% |
| Returns for 3 years | 25.55 | 23.92 | 107% |
| Returns for 5 years | 25.06 | 26.84 | 93% |
| Returns for 10 years | N/A | 57.05 | - |
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