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PHYGX vs WHIAX
PHYGX vs WHIAX Comparison
Open Charts PHYGX vs WHIAX
Macquarie High Income Fund
Price$5.85
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets2.27B
PHYGX vs WHIAX Comparison Chart in %
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PHYGX vs. WHIAX commentary
Jun 23, 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 PHYGX is a Buy and WHIAX is a Hold.
FUNDAMENTALS
Fundamentals
PHYGX has more cash in the bank: 19.8B vs. WHIAX (2.27B). PHYGX pays higher dividends than WHIAX: PHYGX (7.14) vs WHIAX (6.70). PHYGX was incepted earlier than WHIAX: PHYGX (7 years) vs WHIAX (25 years). WHIAX (1.02) is less costly to investors than PHYGX (0.67). WHIAX is a more actively managed with annual turnover of: 56.00 vs. PHYGX (42.00). PHYGX has a lower initial minimum investment than WHIAX: PHYGX (0) vs WHIAX (1000). PHYGX annual gain was more profitable for investors over the last year : 9.45 vs. WHIAX (3.89). WHIAX (27.04) and PHYGX (26.77) have equivalent 5 years return.
| PHYGX | WHIAX | PHYGX / WHIAX | |
| Total Expense Ratio | 0.66 | 0.97 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 1.02 | 66% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 3.500 | 0.046 | 7,540% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 2.27B | 871% |
| Annual Yield % from dividends | 7.14 | 6.70 | 107% |
| Returns for 1 year | 9.45 | 3.89 | 243% |
| Returns for 3 years | 26.92 | 22.07 | 122% |
| Returns for 5 years | 26.77 | 27.04 | 99% |
| Returns for 10 years | N/A | 46.73 | - |
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