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PHYEX vs WHIYX
PHYEX vs WHIYX Comparison
Open Charts PHYEX vs WHIYX
PHYEX vs WHIYX Comparison Chart in %
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PHYEX vs. WHIYX commentary
Aug 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.4B vs. WHIYX (1.6B). WHIYX pays higher dividends than PHYEX: WHIYX (6.50) vs PHYEX (6.06). PHYEX was incepted earlier than WHIYX: PHYEX (9 years) vs WHIYX (28 years). WHIYX (0.96) and PHYEX (0.95) have similar cost to investors . PHYEX is a more actively managed with annual turnover of: 49.00 vs. WHIYX (34.00). PHYEX (0) and WHIYX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 3.72 vs. WHIYX (1.50). PHYEX return over 5 years is better than : 16.57 vs. WHIYX (12.18).
| PHYEX | WHIYX | PHYEX / WHIYX | |
| Total Expense Ratio | 0.91 | 0.88 | 103% |
| Annual Report Gross Expense Ratio | 0.95 | 0.96 | 99% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 0.660 | -1.116 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 1.6B | 1,397% |
| Annual Yield % from dividends | 6.06 | 6.50 | 93% |
| Returns for 1 year | 3.72 | 1.50 | 248% |
| Returns for 3 years | 24.82 | 17.08 | 145% |
| Returns for 5 years | 16.57 | 12.18 | 136% |
| Returns for 10 years | N/A | 54.58 | - |
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