PHYEX
Price
$4.77
Change
-$0.01 (-0.21%)
Updated
Jul 13 closing price
Net Assets
22.5B
WHIYX
Price
$5.71
Change
-$0.01 (-0.17%)
Updated
Jul 13 closing price
Net Assets
1.64B
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PHYEX vs WHIYX

PHYEX vs WHIYX Comparison Chart in %
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PHYEX vs. WHIYX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.5B vs. WHIYX (1.64B). PHYEX (6.54) and WHIYX (6.47) have matching dividends . 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 : 5.39 vs. WHIYX (2.22). PHYEX return over 5 years is better than : 17.82 vs. WHIYX (12.46).
PHYEXWHIYXPHYEX / WHIYX
Total Expense Ratio0.910.88103%
Annual Report Gross Expense Ratio0.950.9699%
Fund Existence9 years28 years-
Gain YTD1.510-0.919-164%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets22.5B1.64B1,375%
Annual Yield % from dividends6.546.47101%
Returns for 1 year5.392.22242%
Returns for 3 years26.2817.45151%
Returns for 5 years17.8212.46143%
Returns for 10 yearsN/A55.02-
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