CBHAX
Price
$9.21
Change
+$0.04 (+0.44%)
Updated
Jun 2 closing price
Net Assets
3.11B
PFATX
Price
$8.75
Change
+$0.05 (+0.57%)
Updated
Jun 2 closing price
Net Assets
364.34M
Interact to see
Advertisement

CBHAX vs PFATX

Header iconCBHAX vs PFATX Comparison
Open Charts CBHAX vs PFATXBanner chart's image
CBHAX vs PFATX Comparison Chart in %
View a ticker or compare two or three
VS
CBHAX vs. PFATX commentary
Jun 04, 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 CBHAX is a Buy and PFATX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CBHAX has more cash in the bank: 3.11B vs. PFATX (364M). CBHAX pays higher dividends than PFATX: CBHAX (3.48) vs PFATX (1.74). CBHAX was incepted earlier than PFATX: CBHAX (14 years) vs PFATX (18 years). PFATX (1.13) is less costly to investors than CBHAX (0.76). PFATX is a more actively managed with annual turnover of: 666.00 vs. CBHAX (60.00). CBHAX has a lower initial minimum investment than PFATX: CBHAX (2500) vs PFATX (1000000). PFATX annual gain was more profitable for investors over the last year : 15.48 vs. CBHAX (8.94). CBHAX return over 5 years is better than : 14.79 vs. PFATX (11.02).
CBHAXPFATXCBHAX / PFATX
Total Expense Ratio0.761.1367%
Annual Report Gross Expense Ratio0.761.1367%
Fund Existence14 years18 years-
Gain YTD8.1678.66794%
Front Load6%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets3.11B364M855%
Annual Yield % from dividends3.481.74199%
Returns for 1 year8.9415.4858%
Returns for 3 years22.7819.64116%
Returns for 5 years14.7911.02134%
Returns for 10 years35.9711.78305%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HEQFX5.08N/A
N/A
Monteagle Opportunity Equity Inv
IBNAX27.17N/A
N/A
Nomura Balanced Fund Class A
ITRAX25.99N/A
N/A
VY® T. Rowe Price Capital Apprec A
IBCGX7.80N/A
N/A
VY® Baron Growth S2
GCVUX27.21N/A
N/A
Goldman Sachs Large Cp Val Insghts R6