Interact to see
Advertisement
Advertisement
CBHAX vs PTFAX
CBHAX vs PTFAX Comparison
Open Charts CBHAX vs PTFAX
CBHAX vs PTFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBHAX vs. PTFAX commentary
Aug 23, 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: 3.44B vs. PTFAX (458M). PTFAX pays higher dividends than CBHAX: PTFAX (6.19) vs CBHAX (3.34). 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 : 22.07 vs. CBHAX (11.20). PTFAX return over 5 years is better than : 26.46 vs. CBHAX (17.48).
| 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 | 10.552 | 17.074 | 62% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 458M | 752% |
| Annual Yield % from dividends | 3.34 | 6.19 | 54% |
| Returns for 1 year | 11.20 | 22.07 | 51% |
| Returns for 3 years | 23.68 | 24.10 | 98% |
| Returns for 5 years | 17.48 | 26.46 | 66% |
| Returns for 10 years | 38.18 | 15.13 | 252% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers