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CBHCX vs PTFAX
CBHCX vs PTFAX Comparison
Open Charts CBHCX vs PTFAX
CBHCX vs PTFAX Comparison Chart in %
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CBHCX vs. PTFAX commentary
Aug 03, 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 Buy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHCX has more cash in the bank: 3.39B vs. PTFAX (423M). PTFAX pays higher dividends than CBHCX: PTFAX (6.19) vs CBHCX (2.74). CBHCX was incepted earlier than PTFAX: CBHCX (14 years) vs PTFAX (18 years). CBHCX (1.77) is less costly to investors than PTFAX (1.53). PTFAX is a more actively managed with annual turnover of: 867.00 vs. CBHCX (60.00). PTFAX has a lower initial minimum investment than CBHCX: PTFAX (1000) vs CBHCX (2500). PTFAX annual gain was more profitable for investors over the last year : 24.17 vs. CBHCX (10.79). PTFAX return over 5 years is better than : 23.83 vs. CBHCX (14.14).
| CBHCX | PTFAX | CBHCX / PTFAX | |
| Total Expense Ratio | 1.51 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.77 | 1.53 | 116% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 10.041 | 15.440 | 65% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 423M | 801% |
| Annual Yield % from dividends | 2.74 | 6.19 | 44% |
| Returns for 1 year | 10.79 | 24.17 | 45% |
| Returns for 3 years | 21.28 | 23.93 | 89% |
| Returns for 5 years | 14.14 | 23.83 | 59% |
| Returns for 10 years | 28.52 | 14.35 | 199% |
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