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PHYQX vs WRHIX
PHYQX vs WRHIX Comparison
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PHYQX vs WRHIX Comparison Chart in %
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PHYQX vs. WRHIX 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 WRHIX is a Hold.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 22.4B vs. WRHIX (1.66B). PHYQX pays higher dividends than WRHIX: PHYQX (7.06) vs WRHIX (5.67). PHYQX was incepted earlier than WRHIX: PHYQX (15 years) vs WRHIX (29 years). WRHIX (1.71) is less costly to investors than PHYQX (0.38). WRHIX is a more actively managed with annual turnover of: 56.00 vs. PHYQX (49.00). PHYQX has a lower initial minimum investment than WRHIX: PHYQX (0) vs WRHIX (1000). PHYQX annual gain was more profitable for investors over the last year : 7.31 vs. WRHIX (3.91). PHYQX return over 5 years is better than : 21.82 vs. WRHIX (8.50).
| PHYQX | WRHIX | PHYQX / WRHIX | |
| Total Expense Ratio | 0.38 | 1.63 | 23% |
| Annual Report Gross Expense Ratio | 0.38 | 1.71 | 22% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 1.848 | -1.376 | -134% |
| Front Load | N/A | N/A | - |
| 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 | 5.67 | 125% |
| Returns for 1 year | 7.31 | 3.91 | 187% |
| Returns for 3 years | 30.84 | 16.72 | 184% |
| Returns for 5 years | 21.82 | 8.50 | 257% |
| Returns for 10 years | 78.40 | 48.43 | 162% |
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