CBHIX
Price
$9.30
Change
+$0.04 (+0.43%)
Updated
Jun 2 closing price
Net Assets
3.14B
PFATX
Price
$8.75
Change
+$0.05 (+0.57%)
Updated
Jun 2 closing price
Net Assets
364.34M
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CBHIX vs PFATX

Header iconCBHIX vs PFATX Comparison
Open Charts CBHIX vs PFATXBanner chart's image
CBHIX vs PFATX Comparison Chart in %
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CBHIX vs. PFATX commentary
Jun 04, 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: 3.14B vs. PFATX (364M). CBHIX pays higher dividends than PFATX: CBHIX (3.76) vs PFATX (1.74). 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: 666.00 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 : 15.48 vs. CBHIX (9.46). CBHIX return over 5 years is better than : 16.94 vs. PFATX (11.02).
CBHIXPFATXCBHIX / PFATX
Total Expense Ratio0.411.1336%
Annual Report Gross Expense Ratio0.581.1351%
Fund Existence14 years18 years-
Gain YTD8.4608.66798%
Front LoadN/AN/A-
Min. Initial Investment20000001000000200%
Min. Initial Investment IRAN/AN/A-
Net Assets3.14B364M862%
Annual Yield % from dividends3.761.74215%
Returns for 1 year9.4615.4861%
Returns for 3 years24.2119.64123%
Returns for 5 years16.9411.02154%
Returns for 10 years40.5911.78345%
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