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PHYQX vs WHIYX
PHYQX vs WHIYX Comparison
Open Charts PHYQX vs WHIYX
PHYQX vs WHIYX Comparison Chart in %
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PHYQX vs. WHIYX commentary
Jul 14, 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 WHIYX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.5B vs. WHIYX (1.64B). PHYQX pays higher dividends than WHIYX: PHYQX (7.09) vs WHIYX (6.47). PHYQX was incepted earlier than WHIYX: PHYQX (15 years) vs WHIYX (28 years). WHIYX (0.96) is less costly to investors than PHYQX (0.38). PHYQX is a more actively managed with annual turnover of: 49.00 vs. WHIYX (34.00). PHYQX (0) and WHIYX (0) have matching initial minimum investment requirements. PHYQX annual gain was more profitable for investors over the last year : 6.20 vs. WHIYX (2.22). PHYQX return over 5 years is better than : 21.03 vs. WHIYX (12.46).
| PHYQX | WHIYX | PHYQX / WHIYX | |
| Total Expense Ratio | 0.38 | 0.88 | 43% |
| Annual Report Gross Expense Ratio | 0.38 | 0.96 | 40% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 2.014 | -0.919 | -219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 1.64B | 1,375% |
| Annual Yield % from dividends | 7.09 | 6.47 | 110% |
| Returns for 1 year | 6.20 | 2.22 | 279% |
| Returns for 3 years | 28.33 | 17.45 | 162% |
| Returns for 5 years | 21.03 | 12.46 | 169% |
| Returns for 10 years | 72.43 | 55.02 | 132% |
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