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PHYQX vs WHIAX
PHYQX vs WHIAX Comparison
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PHYQX vs WHIAX Comparison Chart in %
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PHYQX 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 PHYQX is a Hold and WHIAX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.4B vs. WHIAX (1.66B). PHYQX pays higher dividends than WHIAX: PHYQX (7.06) vs WHIAX (6.43). PHYQX was incepted earlier than WHIAX: PHYQX (15 years) vs WHIAX (26 years). WHIAX (0.96) is less costly to investors than PHYQX (0.38). WHIAX is a more actively managed with annual turnover of: 56.00 vs. PHYQX (49.00). PHYQX has a lower initial minimum investment than WHIAX: PHYQX (0) vs WHIAX (1000). PHYQX annual gain was more profitable for investors over the last year : 7.31 vs. WHIAX (4.70). PHYQX return over 5 years is better than : 21.82 vs. WHIAX (12.76).
| PHYQX | WHIAX | PHYQX / WHIAX | |
| Total Expense Ratio | 0.38 | 0.88 | 43% |
| Annual Report Gross Expense Ratio | 0.38 | 0.96 | 40% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 1.848 | -0.894 | -207% |
| 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 | 7.06 | 6.43 | 110% |
| Returns for 1 year | 7.31 | 4.70 | 155% |
| Returns for 3 years | 30.84 | 19.60 | 157% |
| Returns for 5 years | 21.82 | 12.76 | 171% |
| Returns for 10 years | 78.40 | 59.89 | 131% |
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