CBHIX
Price
$8.79
Change
-$0.03 (-0.34%)
Updated
Jul 9 closing price
Net Assets
2.66B
OTCRX
Price
$13.95
Change
-$0.03 (-0.21%)
Updated
Jul 9 closing price
Net Assets
122.65M
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CBHIX vs OTCRX

Header iconCBHIX vs OTCRX Comparison
Open Charts CBHIX vs OTCRXBanner chart's image
Victory Market Neutral Income I
Price$8.79
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets2.66B
Otter Creek Long/Short Opportunity I
Price$13.95
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets122.65M
CBHIX vs OTCRX Comparison Chart in %
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CBHIX vs. OTCRX commentary
Jul 10, 2025

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 StrongBuy and OTCRX is a Buy.

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FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 2.66B vs. OTCRX (123M). CBHIX pays higher dividends than OTCRX: CBHIX (4.55) vs OTCRX (0.59). CBHIX was incepted earlier than OTCRX: CBHIX (13 years) vs OTCRX (12 years). OTCRX (2.49) is less costly to investors than CBHIX (0.58). OTCRX is a more actively managed with annual turnover of: 237.00 vs. CBHIX (88.00). OTCRX has a lower initial minimum investment than CBHIX: OTCRX (2500) vs CBHIX (2000000). CBHIX annual gain was more profitable for investors over the last year : 8.81 vs. OTCRX (-1.96). OTCRX return over 5 years is better than : 22.67 vs. CBHIX (8.17).
CBHIXOTCRXCBHIX / OTCRX
Total Expense Ratio0.412.3218%
Annual Report Gross Expense Ratio0.582.4923%
Fund Existence13 years12 years-
Gain YTD6.474-4.181-155%
Front LoadN/AN/A-
Min. Initial Investment2000000250080,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.66B123M2,163%
Annual Yield % from dividends4.550.59766%
Returns for 1 year8.81-1.96-450%
Returns for 3 years8.386.77124%
Returns for 5 years8.1722.6736%
Returns for 10 years30.9434.5989%
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