Interact to see
Advertisement
Advertisement
PBHAX vs PHYQX
PBHAX vs PHYQX Comparison
Open Charts PBHAX vs PHYQX
PBHAX vs PHYQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBHAX vs. PHYQX commentary
Feb 05, 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 PBHAX is a Hold and PHYQX is a Hold.
FUNDAMENTALS
Fundamentals
PBHAX (21.2B) and PHYQX (21.2B) have equal amount of cash in the bank . PHYQX pays higher dividends than PBHAX: PHYQX (7.05) vs PBHAX (6.69). PBHAX was incepted earlier than PHYQX: PBHAX (36 years) vs PHYQX (14 years). PBHAX (0.74) is less costly to investors than PHYQX (0.38). PBHAX (49.00) and PHYQX (49.00) have comparable annual turnover. PHYQX has a lower initial minimum investment than PBHAX: PHYQX (0) vs PBHAX (1000). PHYQX (7.63) and PBHAX (7.28) have marching annual gain over last year. PHYQX return over 5 years is better than : 22.37 vs. PBHAX (20.20).
| PBHAX | PHYQX | PBHAX / PHYQX | |
| Total Expense Ratio | 0.74 | 0.38 | 195% |
| Annual Report Gross Expense Ratio | 0.74 | 0.38 | 195% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 0.538 | 0.569 | 95% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 21.2B | 100% |
| Annual Yield % from dividends | 6.69 | 7.05 | 95% |
| Returns for 1 year | 7.28 | 7.63 | 95% |
| Returns for 3 years | 26.47 | 27.81 | 95% |
| Returns for 5 years | 20.20 | 22.37 | 90% |
| Returns for 10 years | 84.98 | 92.03 | 92% |
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 % |
| SCCR | 25.78 | 0.02 | +0.06% |
| Schwab® Core Bond ETF | |||
| CVRD | 18.90 | N/A | N/A |
| Madison Covered Call ETF | |||
| ROE | 36.87 | -0.09 | -0.23% |
| Astoria US Equal Weight Quality KingsETF | |||
| CII | 23.08 | -0.32 | -1.37% |
| BlackRock Enhanced Large Cap Core Fund Inc | |||
| DKNX | 5.49 | -0.29 | -4.94% |
| Defiance Daily Target 2X Long Dkng ETF | |||