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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
Jun 21, 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: 3.22B vs. PTFAX (398M). CBHCX pays higher dividends than PTFAX: CBHCX (2.86) vs PTFAX (1.37). 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 : 13.62 vs. CBHCX (8.41). PTFAX return over 5 years is better than : 13.06 vs. CBHCX (11.89).
| 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 | 8.574 | 7.953 | 108% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 398M | 808% |
| Annual Yield % from dividends | 2.86 | 1.37 | 209% |
| Returns for 1 year | 8.41 | 13.62 | 62% |
| Returns for 3 years | 11.51 | 4.76 | 242% |
| Returns for 5 years | 11.89 | 13.06 | 91% |
| Returns for 10 years | 27.35 | 6.60 | 415% |
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