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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
Sep 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 Hold and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHCX has more cash in the bank: 3.53B vs. PTFAX (456M). PTFAX pays higher dividends than CBHCX: PTFAX (6.14) vs CBHCX (2.71). CBHCX was incepted earlier than PTFAX: CBHCX (14 years) vs PTFAX (18 years). CBHCX (1.77) is less costly to investors than PTFAX (1.50). 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 : 19.86 vs. CBHCX (12.27). PTFAX return over 5 years is better than : 27.94 vs. CBHCX (14.24).
| CBHCX | PTFAX | CBHCX / PTFAX | |
| Total Expense Ratio | 1.51 | 1.50 | 101% |
| Annual Report Gross Expense Ratio | 1.77 | 1.50 | 118% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 10.976 | 16.645 | 66% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 456M | 774% |
| Annual Yield % from dividends | 2.71 | 6.14 | 44% |
| Returns for 1 year | 12.27 | 19.86 | 62% |
| Returns for 3 years | 21.54 | 22.45 | 96% |
| Returns for 5 years | 14.24 | 27.94 | 51% |
| Returns for 10 years | 32.46 | 14.23 | 228% |
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