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CBHAX vs PTFAX
CBHAX vs PTFAX Comparison
Open Charts CBHAX vs PTFAX
Victory Market Neutral Income A
Price$8.68
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets2.55B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets463.06M
CBHAX vs PTFAX Comparison Chart
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CBHAX vs. PTFAX commentary
Apr 26, 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 StrongBuy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHAX has more cash in the bank: 2.55B vs. PTFAX (463M). PTFAX pays higher dividends than CBHAX: PTFAX (4.80) vs CBHAX (3.98). CBHAX was incepted earlier than PTFAX: CBHAX (12 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 : 6.90 vs. PTFAX (-4.35). PTFAX (8.78) and CBHAX (8.76) have equivalent 5 years return.
| CBHAX | PTFAX | CBHAX / PTFAX | |
| Total Expense Ratio | 0.76 | 1.73 | 44% |
| Annual Report Gross Expense Ratio | 0.76 | 1.73 | 44% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 4.343 | 3.051 | 142% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 463M | 551% |
| Annual Yield % from dividends | 3.98 | 4.80 | 83% |
| Returns for 1 year | 6.90 | -4.35 | -158% |
| Returns for 3 years | 2.73 | -0.09 | -2,985% |
| Returns for 5 years | 8.76 | 8.78 | 100% |
| Returns for 10 years | 25.12 | -9.42 | -267% |
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