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CBHCX vs CBHIX
CBHCX vs CBHIX Comparison
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CBHCX vs CBHIX Comparison Chart in %
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CBHCX vs. CBHIX commentary
Sep 10, 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 CBHCX is a Hold and CBHIX is a Hold.
FUNDAMENTALS
Fundamentals
CBHCX (3.5B) and CBHIX (3.5B) have equal amount of cash in the bank . CBHIX pays higher dividends than CBHCX: CBHIX (3.61) vs CBHCX (2.71). CBHCX was incepted earlier than CBHIX: CBHCX (14 years) vs CBHIX (14 years). CBHCX (1.77) is less costly to investors than CBHIX (0.58). CBHCX (60.00) and CBHIX (60.00) have comparable annual turnover. CBHCX has a lower initial minimum investment than CBHIX: CBHCX (2500) vs CBHIX (2000000). CBHIX annual gain was more profitable for investors over the last year : 13.06 vs. CBHCX (11.75). CBHIX return over 5 years is better than : 20.80 vs. CBHCX (14.11).
| CBHCX | CBHIX | CBHCX / CBHIX | |
| Total Expense Ratio | 1.51 | 0.41 | 368% |
| Annual Report Gross Expense Ratio | 1.77 | 0.58 | 305% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 10.855 | 11.753 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 3.5B | 100% |
| Annual Yield % from dividends | 2.71 | 3.61 | 75% |
| Returns for 1 year | 11.75 | 13.06 | 90% |
| Returns for 3 years | 21.26 | 25.44 | 84% |
| Returns for 5 years | 14.11 | 20.80 | 68% |
| Returns for 10 years | 30.43 | 45.67 | 67% |