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CBHIX vs CBHMX
CBHIX vs CBHMX Comparison
Open Charts CBHIX vs CBHMX
CBHIX vs CBHMX Comparison Chart in %
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CBHIX vs. CBHMX commentary
Sep 10, 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 CBHIX is a Hold and CBHMX is a Hold.
FUNDAMENTALS
Fundamentals
CBHIX (3.5B) and CBHMX (3.5B) have equal amount of cash in the bank . CBHIX (3.61) and CBHMX (3.51) have matching dividends . CBHIX was incepted earlier than CBHMX: CBHIX (14 years) vs CBHMX (6 years). CBHMX (0.74) is less costly to investors than CBHIX (0.58). CBHIX (60.00) and CBHMX (60.00) have comparable annual turnover. CBHMX has a lower initial minimum investment than CBHIX: CBHMX (3000) vs CBHIX (2000000). CBHIX (13.06) and CBHMX (12.89) have marching annual gain over last year. CBHIX (20.80) and CBHMX (19.88) have equivalent 5 years return.
| CBHIX | CBHMX | CBHIX / CBHMX | |
| Total Expense Ratio | 0.41 | 0.56 | 73% |
| Annual Report Gross Expense Ratio | 0.58 | 0.74 | 78% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 11.753 | 11.634 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 3.5B | 100% |
| Annual Yield % from dividends | 3.61 | 3.51 | 103% |
| Returns for 1 year | 13.06 | 12.89 | 101% |
| Returns for 3 years | 25.44 | 24.86 | 102% |
| Returns for 5 years | 20.80 | 19.88 | 105% |
| Returns for 10 years | 45.67 | N/A | - |
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