CBHIX
Price
$9.40
Change
-$0.01 (-0.11%)
Updated
Jul 24 closing price
Net Assets
3.39B
PFATX
Price
$8.77
Change
+$0.04 (+0.46%)
Updated
Jul 24 closing price
Net Assets
423.33M
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CBHIX vs PFATX

CBHIX vs PFATX Comparison Chart in %
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CBHIX vs. PFATX commentary
Jul 25, 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.

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FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 3.39B vs. PFATX (423M). PFATX pays higher dividends than CBHIX: PFATX (6.77) 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 : 20.27 vs. CBHIX (12.21). PFATX return over 5 years is better than : 25.37 vs. CBHIX (21.73).
CBHIXPFATXCBHIX / PFATX
Total Expense Ratio0.411.1336%
Annual Report Gross Expense Ratio0.581.1351%
Fund Existence14 years18 years-
Gain YTD11.21614.35178%
Front LoadN/AN/A-
Min. Initial Investment20000001000000200%
Min. Initial Investment IRAN/AN/A-
Net Assets3.39B423M802%
Annual Yield % from dividends3.636.7754%
Returns for 1 year12.2120.2760%
Returns for 3 years25.5824.78103%
Returns for 5 years21.7325.3786%
Returns for 10 years44.6416.20276%
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