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PHYGX vs WHIAX
PHYGX vs WHIAX Comparison
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PHYGX vs WHIAX Comparison Chart in %
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PHYGX vs. WHIAX 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 PHYGX is a Hold and WHIAX is a Hold.
FUNDAMENTALS
Fundamentals
PHYGX has more cash in the bank: 22.4B vs. WHIAX (1.66B). PHYGX pays higher dividends than WHIAX: PHYGX (6.78) vs WHIAX (6.43). PHYGX was incepted earlier than WHIAX: PHYGX (8 years) vs WHIAX (26 years). WHIAX (0.96) is less costly to investors than PHYGX (0.67). WHIAX is a more actively managed with annual turnover of: 56.00 vs. PHYGX (49.00). 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 : 6.99 vs. WHIAX (4.70). PHYGX return over 5 years is better than : 20.11 vs. WHIAX (12.76).
| PHYGX | WHIAX | PHYGX / WHIAX | |
| Total Expense Ratio | 0.66 | 0.88 | 75% |
| Annual Report Gross Expense Ratio | 0.67 | 0.96 | 70% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 1.706 | -0.894 | -191% |
| Front Load | N/A | 5% | - |
| 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 | 6.78 | 6.43 | 105% |
| Returns for 1 year | 6.99 | 4.70 | 149% |
| Returns for 3 years | 29.72 | 19.60 | 152% |
| Returns for 5 years | 20.11 | 12.76 | 158% |
| Returns for 10 years | N/A | 59.89 | - |
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