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PHYTX vs RTEHX
PHYTX vs RTEHX Comparison
Open Charts PHYTX vs RTEHX
Principal High Yield Inst
Price$6.65
Change+$0.04 (+0.61%)
VolumeN/A
Net Assets6.1B
American Funds American High-Inc R2E
Price$9.73
Change+$0.06 (+0.62%)
VolumeN/A
Net Assets23.63B
PHYTX vs RTEHX Comparison Chart
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PHYTX vs. RTEHX 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 PHYTX is a Hold and RTEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 23.6B vs. PHYTX (6.1B). PHYTX pays higher dividends than RTEHX: PHYTX (6.82) vs RTEHX (5.97). PHYTX was incepted earlier than RTEHX: PHYTX (27 years) vs RTEHX (11 years). RTEHX (1.12) is less costly to investors than PHYTX (0.60). PHYTX (39.10) and RTEHX (39.00) have comparable annual turnover. PHYTX has a lower initial minimum investment than RTEHX: PHYTX (0) vs RTEHX (250). RTEHX annual gain was more profitable for investors over the last year : 7.21 vs. PHYTX (6.47). RTEHX return over 5 years is better than : 42.55 vs. PHYTX (36.72).
| PHYTX | RTEHX | PHYTX / RTEHX | |
| Total Expense Ratio | 0.60 | 1.12 | 54% |
| Annual Report Gross Expense Ratio | 0.60 | 1.12 | 54% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 0.732 | 0.977 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.1B | 23.6B | 26% |
| Annual Yield % from dividends | 6.82 | 5.97 | 114% |
| Returns for 1 year | 6.47 | 7.21 | 90% |
| Returns for 3 years | 22.12 | 22.38 | 99% |
| Returns for 5 years | 36.72 | 42.55 | 86% |
| Returns for 10 years | 58.55 | 52.26 | 112% |
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