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IVHIX vs PHYGX
IVHIX vs PHYGX Comparison
Open Charts IVHIX vs PHYGX
Macquarie High Income Fund
Price$5.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.11B
IVHIX vs PHYGX Comparison Chart in %
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IVHIX vs. PHYGX commentary
Oct 19, 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 IVHIX is a Hold and PHYGX is a Hold.
FUNDAMENTALS
Fundamentals
PHYGX has more cash in the bank: 20.8B vs. IVHIX (2.11B). PHYGX pays higher dividends than IVHIX: PHYGX (7.02) vs IVHIX (6.59). IVHIX was incepted earlier than PHYGX: IVHIX (19 years) vs PHYGX (8 years). IVHIX (0.71) is less costly to investors than PHYGX (0.67). IVHIX is a more actively managed with annual turnover of: 56.00 vs. PHYGX (42.00). IVHIX (0) and PHYGX (0) have matching initial minimum investment requirements. PHYGX annual gain was more profitable for investors over the last year : 7.61 vs. IVHIX (4.24). IVHIX (27.03) and PHYGX (25.82) have equivalent 5 years return.
| IVHIX | PHYGX | IVHIX / PHYGX | |
| Total Expense Ratio | 0.63 | 0.66 | 95% |
| Annual Report Gross Expense Ratio | 0.71 | 0.67 | 106% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 4.378 | 7.165 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 20.8B | 10% |
| Annual Yield % from dividends | 6.59 | 7.02 | 94% |
| Returns for 1 year | 4.24 | 7.61 | 56% |
| Returns for 3 years | 30.86 | 33.44 | 92% |
| Returns for 5 years | 27.03 | 25.82 | 105% |
| Returns for 10 years | 62.00 | N/A | - |
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