CBHCX | PTFAX | CBHCX / PTFAX | |
Total Expense Ratio | 1.51 | 1.53 | 99% |
Annual Report Gross Expense Ratio | 1.68 | 1.53 | 110% |
Fund Existence | 13 years | 17 years | - |
Gain YTD | 4.496 | 4.431 | 101% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.69B | 414M | 650% |
Annual Yield % from dividends | 3.29 | 3.76 | 87% |
Returns for 1 year | 5.60 | 1.89 | 296% |
Returns for 3 years | 4.11 | 3.76 | 109% |
Returns for 5 years | 2.83 | 11.72 | 24% |
Returns for 10 years | 14.82 | -3.97 | -373% |