PhenixFIN (PFX) Accumulated Expenses (2022 - 2026)
PhenixFIN (PFX) posted quarterly Accumulated Expenses of $1.1 million for Q1 2026, up 4.89% year-over-year from $1.1 million in Q1 2025, and down 2.37% quarter-over-quarter from $1.2 million in Q4 2025.
PhenixFIN (PFX) Accumulated Expenses (2022 - 2026) Analysis & Trends
PhenixFIN (PFX) has reported Accumulated Expenses for 5 consecutive years, with $1.1 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Accumulated Expenses rose 4.89% year-over-year to $1.1 million; the TTM figure through Mar 2026 stood at $1.1 million (up 4.89% YoY), while the FY2025 annual figure was $1.2 million, up 54.62% from the prior year.
- Accumulated Expenses retreated to $1.1 million in Q1 2026 per PFX's latest filing, from $1.2 million in the prior quarter.
- Across five years, Accumulated Expenses topped out at $1.2 million in Q2 2025 and bottomed at $503125.0 in Q3 2022.
- Historically, Accumulated Expenses has averaged $838157.1 across 5 years, with a median of $724564.0 in 2024.
- Annual changes were most pronounced in 2024 — Accumulated Expenses slipped 22.33% — and 2025, when it surged 133.25%.
- PhenixFIN's Accumulated Expenses stood at $503125.0 in 2022, then soared by 43.37% to $721341.0 in 2023, then jumped by 42.7% to $1.0 million in 2024, then increased by 12.58% to $1.2 million in 2025, then decreased by 2.37% to $1.1 million in 2026.
- Business Quant data shows PFX's Accumulated Expenses at $1.1 million in Q1 2026, $1.2 million in Q4 2025, and $1.2 million in Q3 2025.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - |
| 10 | PhenixFIN | 98.99 Mn | -204.83 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.12 Mn |
| Mar 31, 2026 | 1.13 Mn |
| Dec 31, 2025 | 1.16 Mn |
| Sep 30, 2025 | 1.19 Mn |
| Jun 30, 2025 | 1.21 Mn |
| Mar 31, 2025 | 1.08 Mn |
| Dec 31, 2024 | 1.03 Mn |
| Sep 30, 2024 | 768,043.00 |
| Jun 30, 2024 | 520,057.00 |
| Mar 31, 2024 | 724,564.00 |
| Dec 31, 2023 | 721,341.00 |
| Sep 30, 2023 | 690,398.00 |
| Jun 30, 2023 | 669,577.00 |
| Mar 31, 2023 | 673,294.00 |
| Dec 31, 2022 | 503,125.00 |
| Sep 30, 2022 | 503,125.00 |