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PHYEX vs WHIYX
PHYEX vs WHIYX Comparison
Open Charts PHYEX vs WHIYX
Macquarie High Income Fund
Price$5.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.27B
PHYEX vs WHIYX Comparison Chart in %
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PHYEX vs. WHIYX commentary
Jun 20, 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: 19.8B vs. WHIYX (2.27B). PHYEX (6.90) and WHIYX (6.70) have matching dividends . PHYEX was incepted earlier than WHIYX: PHYEX (7 years) vs WHIYX (26 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 : 8.95 vs. WHIYX (3.37). WHIYX return over 5 years is better than : 27.06 vs. PHYEX (25.18).
| PHYEX | WHIYX | PHYEX / WHIYX | |
| Total Expense Ratio | 0.91 | 0.97 | 94% |
| Annual Report Gross Expense Ratio | 0.94 | 1.00 | 94% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 3.395 | -0.123 | -2,770% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 2.27B | 872% |
| Annual Yield % from dividends | 6.90 | 6.70 | 103% |
| Returns for 1 year | 8.95 | 3.37 | 265% |
| Returns for 3 years | 26.23 | 22.43 | 117% |
| Returns for 5 years | 25.18 | 27.06 | 93% |
| Returns for 10 years | N/A | 46.76 | - |
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