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CBHCX vs PTFAX
CBHCX vs PTFAX Comparison
Open Charts CBHCX vs PTFAX
Victory Market Neutral Income C
Price$8.53
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets2.58B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.63
Change-$0.08 (-1.04%)
VolumeN/A
Net Assets463.06M
CBHCX vs PTFAX Comparison Chart
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CBHCX vs. PTFAX commentary
Apr 05, 2025
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 StrongBuy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHCX has more cash in the bank: 2.58B vs. PTFAX (463M). PTFAX pays higher dividends than CBHCX: PTFAX (4.80) vs CBHCX (3.34). CBHCX was incepted earlier than PTFAX: CBHCX (12 years) vs PTFAX (17 years). PTFAX (1.73) and CBHCX (1.68) have similar cost to investors . PTFAX is a more actively managed with annual turnover of: 443.00 vs. CBHCX (88.00). PTFAX has a lower initial minimum investment than CBHCX: PTFAX (1000) vs CBHCX (2500). CBHCX annual gain was more profitable for investors over the last year : 6.85 vs. PTFAX (-2.82). PTFAX return over 5 years is better than : 12.54 vs. CBHCX (4.71).
| CBHCX | PTFAX | CBHCX / PTFAX | |
| Total Expense Ratio | 1.51 | 1.73 | 87% |
| Annual Report Gross Expense Ratio | 1.68 | 1.73 | 97% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 3.607 | 6.362 | 57% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 463M | 556% |
| Annual Yield % from dividends | 3.34 | 4.80 | 69% |
| Returns for 1 year | 6.85 | -2.82 | -243% |
| Returns for 3 years | 0.19 | 7.52 | 3% |
| Returns for 5 years | 4.71 | 12.54 | 38% |
| Returns for 10 years | 15.78 | -7.03 | -224% |
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