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PHYGX vs WHIAX
PHYGX vs WHIAX Comparison
Open Charts PHYGX vs WHIAX
Macquarie High Income Fund
Price$5.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.26B
PHYGX vs WHIAX Comparison Chart in %
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PHYGX vs. WHIAX commentary
Aug 09, 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: 20.5B vs. WHIAX (2.26B). PHYGX pays higher dividends than WHIAX: PHYGX (7.06) vs WHIAX (6.49). PHYGX was incepted earlier than WHIAX: PHYGX (8 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 : 9.65 vs. WHIAX (5.47). WHIAX return over 5 years is better than : 27.21 vs. PHYGX (25.65).
| PHYGX | WHIAX | PHYGX / WHIAX | |
| Total Expense Ratio | 0.66 | 0.97 | 68% |
| Annual Report Gross Expense Ratio | 0.67 | 1.02 | 66% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.985 | 3.490 | 171% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5B | 2.26B | 908% |
| Annual Yield % from dividends | 7.06 | 6.49 | 109% |
| Returns for 1 year | 9.65 | 5.47 | 176% |
| Returns for 3 years | 24.16 | 22.33 | 108% |
| Returns for 5 years | 25.65 | 27.21 | 94% |
| Returns for 10 years | N/A | 54.19 | - |
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