Interact to see
Advertisement
Advertisement
CBHAX vs PTFAX
CBHAX vs PTFAX Comparison
Open Charts CBHAX vs PTFAX
Victory Market Neutral Income A
Price$8.70
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets2.6B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.38
Change-$0.01 (-0.14%)
VolumeN/A
Net Assets425.93M
CBHAX vs PTFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBHAX vs. PTFAX commentary
Jun 07, 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 CBHAX is a Hold and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHAX has more cash in the bank: 2.6B vs. PTFAX (426M). PTFAX pays higher dividends than CBHAX: PTFAX (5.04) vs CBHAX (3.97). CBHAX was incepted earlier than PTFAX: CBHAX (13 years) vs PTFAX (17 years). PTFAX (1.73) is less costly to investors than CBHAX (0.76). PTFAX is a more actively managed with annual turnover of: 443.00 vs. CBHAX (88.00). CBHAX initial investment is less costly to investors than PTFAX (4%) vs PTFAX (4%). PTFAX has a lower initial minimum investment than CBHAX: PTFAX (1000) vs CBHAX (2500). CBHAX annual gain was more profitable for investors over the last year : 7.76 vs. PTFAX (-2.89). CBHAX return over 5 years is better than : 7.67 vs. PTFAX (3.49).
| CBHAX | PTFAX | CBHAX / PTFAX | |
| Total Expense Ratio | 0.76 | 1.73 | 44% |
| Annual Report Gross Expense Ratio | 0.76 | 1.73 | 44% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 5.246 | 1.947 | 269% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 426M | 610% |
| Annual Yield % from dividends | 3.97 | 5.04 | 79% |
| Returns for 1 year | 7.76 | -2.89 | -269% |
| Returns for 3 years | 3.70 | -4.51 | -82% |
| Returns for 5 years | 7.67 | 3.49 | 220% |
| Returns for 10 years | 25.93 | -10.64 | -244% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement