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PHYEX vs WHIYX
PHYEX vs WHIYX Comparison
Open Charts PHYEX vs WHIYX
Macquarie High Income Fund
Price$5.93
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets2.06B
PHYEX vs WHIYX Comparison Chart in %
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PHYEX vs. WHIYX commentary
Nov 14, 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 WHIYX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.6B vs. WHIYX (2.06B). PHYEX pays higher dividends than WHIYX: PHYEX (6.79) vs WHIYX (6.33). PHYEX was incepted earlier than WHIYX: PHYEX (8 years) vs WHIYX (27 years). WHIYX (0.96) and PHYEX (0.94) have similar cost to investors . WHIYX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (42.00). PHYEX (0) and WHIYX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 7.56 vs. WHIYX (3.59). PHYEX (22.98) and WHIYX (22.86) have equivalent 5 years return.
| PHYEX | WHIYX | PHYEX / WHIYX | |
| Total Expense Ratio | 0.91 | 0.88 | 103% |
| Annual Report Gross Expense Ratio | 0.94 | 0.96 | 98% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 7.558 | 4.188 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 2.06B | 998% |
| Annual Yield % from dividends | 6.79 | 6.33 | 107% |
| Returns for 1 year | 7.56 | 3.59 | 211% |
| Returns for 3 years | 30.71 | 28.75 | 107% |
| Returns for 5 years | 22.98 | 22.86 | 101% |
| Returns for 10 years | N/A | 60.54 | - |
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