Interact to see
Advertisement
Advertisement
PHYEX vs WRHIX
PHYEX vs WRHIX Comparison
Open Charts PHYEX vs WRHIX
PHYEX vs WRHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHYEX vs. WRHIX 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 WRHIX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.5B vs. WRHIX (1.64B). PHYEX pays higher dividends than WRHIX: PHYEX (6.54) vs WRHIX (5.70). PHYEX was incepted earlier than WRHIX: PHYEX (9 years) vs WRHIX (29 years). WRHIX (1.71) is less costly to investors than PHYEX (0.95). PHYEX is a more actively managed with annual turnover of: 49.00 vs. WRHIX (34.00). 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 : 5.39 vs. WRHIX (1.45). PHYEX return over 5 years is better than : 17.82 vs. WRHIX (8.18).
| PHYEX | WRHIX | PHYEX / WRHIX | |
| Total Expense Ratio | 0.91 | 1.63 | 56% |
| Annual Report Gross Expense Ratio | 0.95 | 1.71 | 56% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 1.510 | -1.290 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.64B | 1,375% |
| Annual Yield % from dividends | 6.54 | 5.70 | 115% |
| Returns for 1 year | 5.39 | 1.45 | 371% |
| Returns for 3 years | 26.28 | 14.82 | 177% |
| Returns for 5 years | 17.82 | 8.18 | 218% |
| Returns for 10 years | N/A | 43.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EKSYX | 6.61 | N/A | N/A |
| Allspring Diversified Income Bldr Inst | |||
| JIECX | 21.91 | N/A | N/A |
| JPMorgan International Equity C | |||
| HLMSX | 19.14 | N/A | N/A |
| Harding Loevner Intl Small Coms Inv | |||
| NINAX | 29.21 | N/A | N/A |
| Neuberger Intrinsic Value A | |||
| FBAFX | 40.47 | -0.33 | -0.81% |
| American Funds American Balanced 529-F-2 | |||