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CBHAX vs PTFAX
CBHAX vs PTFAX Comparison
Open Charts CBHAX vs PTFAX
CBHAX vs PTFAX Comparison Chart in %
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CBHAX vs. PTFAX commentary
Sep 13, 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 Hold and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHAX has more cash in the bank: 3.53B vs. PTFAX (456M). PTFAX pays higher dividends than CBHAX: PTFAX (6.14) vs CBHAX (3.33). CBHAX was incepted earlier than PTFAX: CBHAX (14 years) vs PTFAX (18 years). PTFAX (1.50) is less costly to investors than CBHAX (0.76). PTFAX is a more actively managed with annual turnover of: 867.00 vs. CBHAX (60.00). 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). PTFAX annual gain was more profitable for investors over the last year : 19.86 vs. CBHAX (13.08). PTFAX return over 5 years is better than : 27.94 vs. CBHAX (18.62).
| CBHAX | PTFAX | CBHAX / PTFAX | |
| Total Expense Ratio | 0.76 | 1.50 | 51% |
| Annual Report Gross Expense Ratio | 0.76 | 1.50 | 51% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 11.386 | 16.645 | 68% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 456M | 774% |
| Annual Yield % from dividends | 3.33 | 6.14 | 54% |
| Returns for 1 year | 13.08 | 19.86 | 66% |
| Returns for 3 years | 24.31 | 22.45 | 108% |
| Returns for 5 years | 18.62 | 27.94 | 67% |
| Returns for 10 years | 42.84 | 14.23 | 301% |
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