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PHYQX vs PHYTX
PHYQX vs PHYTX Comparison
Open Charts PHYQX vs PHYTX
Principal High Yield Inst
Price$6.65
Change+$0.04 (+0.61%)
VolumeN/A
Net Assets6.1B
PHYQX vs PHYTX Comparison Chart
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PHYQX vs. PHYTX commentary
May 13, 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 PHYQX is a Buy and PHYTX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 19.4B vs. PHYTX (6.1B). PHYQX pays higher dividends than PHYTX: PHYQX (7.48) vs PHYTX (6.82). PHYQX was incepted earlier than PHYTX: PHYQX (14 years) vs PHYTX (27 years). PHYTX (0.60) is less costly to investors than PHYQX (0.38). PHYQX is a more actively managed with annual turnover of: 42.00 vs. PHYTX (39.10). PHYQX (0) and PHYTX (0) have matching initial minimum investment requirements. PHYQX annual gain was more profitable for investors over the last year : 8.85 vs. PHYTX (6.47). PHYTX return over 5 years is better than : 36.72 vs. PHYQX (34.62).
| PHYQX | PHYTX | PHYQX / PHYTX | |
| Total Expense Ratio | 0.38 | 0.60 | 63% |
| Annual Report Gross Expense Ratio | 0.38 | 0.60 | 63% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 1.716 | 0.732 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 6.1B | 318% |
| Annual Yield % from dividends | 7.48 | 6.82 | 110% |
| Returns for 1 year | 8.85 | 6.47 | 137% |
| Returns for 3 years | 22.39 | 22.12 | 101% |
| Returns for 5 years | 34.62 | 36.72 | 94% |
| Returns for 10 years | 64.28 | 58.55 | 110% |
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