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PHYEX vs WHIAX
PHYEX vs WHIAX Comparison
Open Charts PHYEX vs WHIAX
Nomura High Income Fund
Price$5.95
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets2.05B
PHYEX vs WHIAX Comparison Chart in %
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PHYEX vs. WHIAX commentary
Dec 04, 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 PHYEX is a Hold and WHIAX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 21B vs. WHIAX (2.05B). PHYEX pays higher dividends than WHIAX: PHYEX (6.80) vs WHIAX (6.34). PHYEX was incepted earlier than WHIAX: PHYEX (8 years) vs WHIAX (25 years). WHIAX (0.96) and PHYEX (0.94) have similar cost to investors . WHIAX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (42.00). PHYEX has a lower initial minimum investment than WHIAX: PHYEX (0) vs WHIAX (1000). PHYEX annual gain was more profitable for investors over the last year : 6.77 vs. WHIAX (2.88). PHYEX (20.18) and WHIAX (19.47) have equivalent 5 years return.
| PHYEX | WHIAX | PHYEX / WHIAX | |
| Total Expense Ratio | 0.91 | 0.88 | 103% |
| Annual Report Gross Expense Ratio | 0.94 | 0.96 | 98% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 7.337 | 4.187 | 175% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21B | 2.05B | 1,023% |
| Annual Yield % from dividends | 6.80 | 6.34 | 107% |
| Returns for 1 year | 6.77 | 2.88 | 235% |
| Returns for 3 years | 27.48 | 25.45 | 108% |
| Returns for 5 years | 20.18 | 19.47 | 104% |
| Returns for 10 years | N/A | 62.60 | - |
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