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CBHIX vs PFATX
CBHIX vs PFATX Comparison
Open Charts CBHIX vs PFATX
Victory Market Neutral Income I
Price$8.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.55B
PIMCO RAE Fundamental AdvantagePLUS Inst
Price$7.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets425.83M
CBHIX vs PFATX Comparison Chart
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CBHIX vs. PFATX commentary
May 07, 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 PFATX is a Hold.
FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 2.55B vs. PFATX (426M). PFATX pays higher dividends than CBHIX: PFATX (5.15) vs CBHIX (4.39). CBHIX was incepted earlier than PFATX: CBHIX (12 years) vs PFATX (17 years). PFATX (1.33) is less costly to investors than CBHIX (0.58). PFATX is a more actively managed with annual turnover of: 443.00 vs. CBHIX (88.00). PFATX has a lower initial minimum investment than CBHIX: PFATX (1000000) vs CBHIX (2000000). CBHIX annual gain was more profitable for investors over the last year : 6.94 vs. PFATX (-3.35). PFATX return over 5 years is better than : 10.50 vs. CBHIX (8.53).
| CBHIX | PFATX | CBHIX / PFATX | |
| Total Expense Ratio | 0.41 | 1.33 | 31% |
| Annual Report Gross Expense Ratio | 0.58 | 1.33 | 44% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 4.165 | 2.228 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 426M | 599% |
| Annual Yield % from dividends | 4.39 | 5.15 | 85% |
| Returns for 1 year | 6.94 | -3.35 | -207% |
| Returns for 3 years | 3.93 | -2.87 | -137% |
| Returns for 5 years | 8.53 | 10.50 | 81% |
| Returns for 10 years | 27.99 | -6.94 | -403% |
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