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CBHIX vs PTFAX
CBHIX vs PTFAX Comparison
Open Charts CBHIX vs PTFAX
Victory Market Neutral Income I
Price$8.78
Change-$0.04 (-0.45%)
VolumeN/A
Net Assets2.59B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.36
Change-$0.03 (-0.41%)
VolumeN/A
Net Assets425.93M
CBHIX vs PTFAX Comparison Chart
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CBHIX vs. PTFAX commentary
Jun 05, 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: 2.59B vs. PTFAX (426M). PTFAX pays higher dividends than CBHIX: PTFAX (5.04) vs CBHIX (4.24). CBHIX was incepted earlier than PTFAX: CBHIX (13 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 : 8.15 vs. PTFAX (-3.37). CBHIX return over 5 years is better than : 10.02 vs. PTFAX (3.49).
| CBHIX | PTFAX | CBHIX / PTFAX | |
| Total Expense Ratio | 0.41 | 1.73 | 24% |
| Annual Report Gross Expense Ratio | 0.58 | 1.73 | 34% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 5.806 | 1.947 | 298% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 426M | 609% |
| Annual Yield % from dividends | 4.24 | 5.04 | 84% |
| Returns for 1 year | 8.15 | -3.37 | -241% |
| Returns for 3 years | 5.08 | -3.64 | -139% |
| Returns for 5 years | 10.02 | 3.49 | 287% |
| Returns for 10 years | 30.42 | -10.64 | -286% |
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