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CBHIX vs PTFAX
CBHIX vs PTFAX Comparison
Open Charts CBHIX vs PTFAX
Victory Market Neutral Income I
Price$8.74
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets2.53B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.48
Change+$0.07 (+0.94%)
VolumeN/A
Net Assets463.06M
CBHIX vs PTFAX Comparison Chart
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CBHIX vs. PTFAX commentary
Apr 18, 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 PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 2.53B vs. PTFAX (463M). PTFAX pays higher dividends than CBHIX: PTFAX (4.80) vs CBHIX (4.26). CBHIX was incepted earlier than PTFAX: CBHIX (12 years) vs PTFAX (17 years). PTFAX (1.73) is less costly to investors than CBHIX (0.58). PTFAX is a more actively managed with annual turnover of: 443.00 vs. CBHIX (88.00). PTFAX has a lower initial minimum investment than CBHIX: PTFAX (1000) vs CBHIX (2000000). CBHIX annual gain was more profitable for investors over the last year : 7.34 vs. PTFAX (-4.89). CBHIX return over 5 years is better than : 10.91 vs. PTFAX (7.13).
| CBHIX | PTFAX | CBHIX / PTFAX | |
| Total Expense Ratio | 0.41 | 1.73 | 24% |
| Annual Report Gross Expense Ratio | 0.58 | 1.73 | 34% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 4.045 | 2.223 | 182% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.53B | 463M | 547% |
| Annual Yield % from dividends | 4.26 | 4.80 | 89% |
| Returns for 1 year | 7.34 | -4.89 | -150% |
| Returns for 3 years | 3.30 | -1.24 | -266% |
| Returns for 5 years | 10.91 | 7.13 | 153% |
| Returns for 10 years | 28.93 | -10.40 | -278% |
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