Interact to see
Advertisement
Advertisement
PHYEX vs WHIYX
PHYEX vs WHIYX Comparison
Open Charts PHYEX vs WHIYX
PHYEX vs WHIYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHYEX vs. WHIYX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.4B vs. WHIYX (1.66B). PHYEX (6.53) and WHIYX (6.44) have matching dividends . PHYEX was incepted earlier than WHIYX: PHYEX (8 years) vs WHIYX (28 years). WHIYX (0.96) and PHYEX (0.95) have similar cost to investors . WHIYX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (49.00). PHYEX (0) and WHIYX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 6.27 vs. WHIYX (4.52). PHYEX return over 5 years is better than : 18.13 vs. WHIYX (12.80).
| PHYEX | WHIYX | PHYEX / WHIYX | |
| Total Expense Ratio | 0.91 | 0.88 | 103% |
| Annual Report Gross Expense Ratio | 0.95 | 0.96 | 99% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 1.179 | -1.066 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 1.66B | 1,353% |
| Annual Yield % from dividends | 6.53 | 6.44 | 101% |
| Returns for 1 year | 6.27 | 4.52 | 139% |
| Returns for 3 years | 28.48 | 19.40 | 147% |
| Returns for 5 years | 18.13 | 12.80 | 142% |
| Returns for 10 years | N/A | 59.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement