| PHYEX | WHIAX | PHYEX / WHIAX | |
| Total Expense Ratio | 0.91 | 0.88 | 103% |
| Annual Report Gross Expense Ratio | 0.95 | 0.96 | 99% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 0.522 | 0.055 | 946% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2B | 1.97B | 1,077% |
| Annual Yield % from dividends | 6.52 | 6.35 | 103% |
| Returns for 1 year | 7.33 | 4.95 | 148% |
| Returns for 3 years | 26.11 | 18.64 | 140% |
| Returns for 5 years | 19.46 | 15.99 | 122% |
| Returns for 10 years | N/A | 77.17 | - |