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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
Jul 12, 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 StrongBuy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHAX has more cash in the bank: 3.28B vs. PTFAX (423M). PTFAX pays higher dividends than CBHAX: PTFAX (6.51) vs CBHAX (3.35). CBHAX was incepted earlier than PTFAX: CBHAX (14 years) vs PTFAX (18 years). PTFAX (1.53) 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 : 14.06 vs. CBHAX (9.02). PTFAX (16.93) and CBHAX (16.92) have equivalent 5 years return.
| CBHAX | PTFAX | CBHAX / PTFAX | |
| Total Expense Ratio | 0.76 | 1.53 | 50% |
| Annual Report Gross Expense Ratio | 0.76 | 1.53 | 50% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 8.532 | 10.267 | 83% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 423M | 774% |
| Annual Yield % from dividends | 3.35 | 6.51 | 51% |
| Returns for 1 year | 9.02 | 14.06 | 64% |
| Returns for 3 years | 22.72 | 18.83 | 121% |
| Returns for 5 years | 16.92 | 16.93 | 100% |
| Returns for 10 years | 37.87 | 8.66 | 437% |
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