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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.4B vs. WHIYX (1.6B). PHYQX (6.55) and WHIYX (6.50) have matching dividends . 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 : 4.25 vs. WHIYX (1.50). PHYQX return over 5 years is better than : 19.67 vs. WHIYX (12.18).
| 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 | 1.160 | -1.116 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4B | 1.6B | 1,397% |
| Annual Yield % from dividends | 6.55 | 6.50 | 101% |
| Returns for 1 year | 4.25 | 1.50 | 283% |
| Returns for 3 years | 26.79 | 17.08 | 157% |
| Returns for 5 years | 19.67 | 12.18 | 161% |
| Returns for 10 years | 70.98 | 54.58 | 130% |
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