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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
Jul 12, 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 StrongBuy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHCX has more cash in the bank: 3.28B vs. PTFAX (423M). PTFAX pays higher dividends than CBHCX: PTFAX (6.51) vs CBHCX (2.73). 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 : 14.06 vs. CBHCX (8.18). PTFAX return over 5 years is better than : 16.93 vs. CBHCX (12.58).
| 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 | 8.213 | 10.267 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 423M | 774% |
| Annual Yield % from dividends | 2.73 | 6.51 | 42% |
| Returns for 1 year | 8.18 | 14.06 | 58% |
| Returns for 3 years | 20.09 | 18.83 | 107% |
| Returns for 5 years | 12.58 | 16.93 | 74% |
| Returns for 10 years | 27.76 | 8.66 | 321% |
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