CBHCX | PTFAX | CBHCX / PTFAX | |
Total Expense Ratio | 1.51 | 1.73 | 87% |
Annual Report Gross Expense Ratio | 1.68 | 1.73 | 97% |
Fund Existence | 13 years | 17 years | - |
Gain YTD | 4.631 | 1.947 | 238% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.65B | 421M | 630% |
Annual Yield % from dividends | 3.64 | 3.83 | 95% |
Returns for 1 year | 6.46 | -4.91 | -132% |
Returns for 3 years | 3.46 | 3.59 | 96% |
Returns for 5 years | 3.28 | 7.35 | 45% |
Returns for 10 years | 15.09 | -8.35 | -181% |