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PHYEX vs WRHIX
PHYEX vs WRHIX Comparison
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PHYEX vs WRHIX Comparison Chart in %
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PHYEX vs. WRHIX 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 WRHIX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 22.4B vs. WRHIX (1.66B). PHYEX pays higher dividends than WRHIX: PHYEX (6.53) vs WRHIX (5.67). PHYEX was incepted earlier than WRHIX: PHYEX (8 years) vs WRHIX (29 years). WRHIX (1.71) is less costly to investors than PHYEX (0.95). WRHIX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (49.00). 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 : 6.50 vs. WRHIX (3.91). PHYEX return over 5 years is better than : 18.59 vs. WRHIX (8.50).
| PHYEX | WRHIX | PHYEX / WRHIX | |
| Total Expense Ratio | 0.91 | 1.63 | 56% |
| Annual Report Gross Expense Ratio | 0.95 | 1.71 | 56% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 1.391 | -1.376 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 1.66B | 1,351% |
| Annual Yield % from dividends | 6.53 | 5.67 | 115% |
| Returns for 1 year | 6.50 | 3.91 | 166% |
| Returns for 3 years | 28.75 | 16.72 | 172% |
| Returns for 5 years | 18.59 | 8.50 | 219% |
| Returns for 10 years | N/A | 48.43 | - |
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