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PHYEX vs WRHIX
PHYEX vs WRHIX Comparison
Open Charts PHYEX vs WRHIX
Macquarie High Income Fund
Price$5.84
Change+$0.04 (+0.69%)
VolumeN/A
Net Assets2.33B
PHYEX vs WRHIX Comparison Chart
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PHYEX vs. WRHIX commentary
May 13, 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 WRHIX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 19.4B vs. WRHIX (2.33B). PHYEX pays higher dividends than WRHIX: PHYEX (6.94) vs WRHIX (5.97). PHYEX was incepted earlier than WRHIX: PHYEX (7 years) vs WRHIX (28 years). WRHIX (1.81) is less costly to investors than PHYEX (0.94). PHYEX is a more actively managed with annual turnover of: 42.00 vs. WRHIX (30.00). PHYEX has a lower initial minimum investment than WRHIX: PHYEX (0) vs WRHIX (1000). PHYEX annual gain was more profitable for investors over the last year : 8.28 vs. WRHIX (1.51). PHYEX (31.10) and WRHIX (30.20) have equivalent 5 years return.
| PHYEX | WRHIX | PHYEX / WRHIX | |
| Total Expense Ratio | 0.91 | 1.72 | 53% |
| Annual Report Gross Expense Ratio | 0.94 | 1.81 | 52% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 1.539 | -1.602 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 2.33B | 833% |
| Annual Yield % from dividends | 6.94 | 5.97 | 116% |
| Returns for 1 year | 8.28 | 1.51 | 547% |
| Returns for 3 years | 20.22 | 13.61 | 149% |
| Returns for 5 years | 31.10 | 30.20 | 103% |
| Returns for 10 years | N/A | 33.37 | - |
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