Interact to see
Advertisement
Advertisement
PBHAX vs PHYEX
PBHAX vs PHYEX Comparison
Open Charts PBHAX vs PHYEX
PBHAX vs PHYEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBHAX vs. PHYEX commentary
Nov 15, 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 PBHAX is a Hold and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PBHAX (20.6B) and PHYEX (20.6B) have equal amount of cash in the bank . PBHAX (6.97) and PHYEX (6.79) have matching dividends . PBHAX was incepted earlier than PHYEX: PBHAX (36 years) vs PHYEX (8 years). PHYEX (0.94) is less costly to investors than PBHAX (0.74). PBHAX (42.00) and PHYEX (42.00) have comparable annual turnover. PHYEX has a lower initial minimum investment than PBHAX: PHYEX (0) vs PBHAX (1000). PHYEX (7.56) and PBHAX (7.53) have marching annual gain over last year. PBHAX (23.72) and PHYEX (22.73) have equivalent 5 years return.
| PBHAX | PHYEX | PBHAX / PHYEX | |
| Total Expense Ratio | 0.74 | 0.91 | 81% |
| Annual Report Gross Expense Ratio | 0.74 | 0.94 | 79% |
| Fund Existence | 36 years | 8 years | - |
| Gain YTD | 7.268 | 7.337 | 99% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 20.6B | 100% |
| Annual Yield % from dividends | 6.97 | 6.79 | 103% |
| Returns for 1 year | 7.53 | 7.56 | 100% |
| Returns for 3 years | 30.54 | 30.15 | 101% |
| Returns for 5 years | 23.72 | 22.73 | 104% |
| Returns for 10 years | 73.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HRTS | 34.34 | 0.01 | +0.03% |
| Tema Heart & Health ETF | |||
| XSLV | 45.77 | -0.29 | -0.62% |
| Invesco S&P SmallCap Low Volatility ETF | |||
| TOUS | 34.15 | -0.40 | -1.16% |
| T. Rowe Price International Equity ETF | |||
| QQQH | 54.29 | -0.72 | -1.31% |
| NEOS Nasdaq-100 Hdg Eq Inc ETF | |||
| ASMH | 69.63 | -1.38 | -1.94% |
| ASML HOLDING NV ADRHEDGED ASMH | |||