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CBHIX vs PFATX
CBHIX vs PFATX Comparison
Open Charts CBHIX vs PFATX
CBHIX vs PFATX Comparison Chart in %
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CBHIX vs. PFATX commentary
Aug 16, 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 Buy and PFATX is a Hold.
FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 3.43B vs. PFATX (458M). PFATX pays higher dividends than CBHIX: PFATX (6.43) vs CBHIX (3.63). CBHIX was incepted earlier than PFATX: CBHIX (14 years) vs PFATX (18 years). PFATX (1.13) is less costly to investors than CBHIX (0.58). PFATX is a more actively managed with annual turnover of: 867.00 vs. CBHIX (60.00). PFATX has a lower initial minimum investment than CBHIX: PFATX (1000000) vs CBHIX (2000000). PFATX annual gain was more profitable for investors over the last year : 22.08 vs. CBHIX (10.46). PFATX return over 5 years is better than : 25.12 vs. CBHIX (19.64).
| CBHIX | PFATX | CBHIX / PFATX | |
| Total Expense Ratio | 0.41 | 1.13 | 36% |
| Annual Report Gross Expense Ratio | 0.58 | 1.13 | 51% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 10.569 | 15.923 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.43B | 458M | 749% |
| Annual Yield % from dividends | 3.63 | 6.43 | 57% |
| Returns for 1 year | 10.46 | 22.08 | 47% |
| Returns for 3 years | 25.14 | 22.83 | 110% |
| Returns for 5 years | 19.64 | 25.12 | 78% |
| Returns for 10 years | 43.03 | 18.04 | 239% |
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