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CBHAX vs PTFAX
CBHAX vs PTFAX Comparison
Open Charts CBHAX vs PTFAX
Victory Market Neutral Income A
Price$8.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.58B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets462.53M
CBHAX vs PTFAX Comparison Chart
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CBHAX vs. PTFAX commentary
Apr 03, 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: 2.58B 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 : 7.64 vs. PTFAX (-2.70). PTFAX return over 5 years is better than : 12.54 vs. CBHAX (8.07).
| 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 | 3.463 | 6.362 | 54% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 463M | 557% |
| Annual Yield % from dividends | 3.98 | 4.80 | 83% |
| Returns for 1 year | 7.64 | -2.70 | -282% |
| Returns for 3 years | 1.97 | 6.87 | 29% |
| Returns for 5 years | 8.07 | 12.54 | 64% |
| Returns for 10 years | 25.12 | -7.03 | -357% |
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