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CBHIX vs PTFAX
CBHIX vs PTFAX Comparison
Open Charts CBHIX vs PTFAX
CBHIX vs PTFAX Comparison Chart in %
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CBHIX vs. PTFAX commentary
Jul 11, 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 StrongBuy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 3.28B vs. PTFAX (423M). PTFAX pays higher dividends than CBHIX: PTFAX (6.51) vs CBHIX (3.63). CBHIX was incepted earlier than PTFAX: CBHIX (14 years) vs PTFAX (18 years). PTFAX (1.53) is less costly to investors than CBHIX (0.58). PTFAX is a more actively managed with annual turnover of: 867.00 vs. CBHIX (60.00). PTFAX has a lower initial minimum investment than CBHIX: PTFAX (1000) vs CBHIX (2000000). PTFAX annual gain was more profitable for investors over the last year : 14.06 vs. CBHIX (9.42). CBHIX return over 5 years is better than : 19.09 vs. PTFAX (16.93).
| CBHIX | PTFAX | CBHIX / PTFAX | |
| Total Expense Ratio | 0.41 | 1.53 | 27% |
| Annual Report Gross Expense Ratio | 0.58 | 1.53 | 38% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 8.858 | 10.267 | 86% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 423M | 774% |
| Annual Yield % from dividends | 3.63 | 6.51 | 56% |
| Returns for 1 year | 9.42 | 14.06 | 67% |
| Returns for 3 years | 24.15 | 18.83 | 128% |
| Returns for 5 years | 19.09 | 16.93 | 113% |
| Returns for 10 years | 42.64 | 8.66 | 493% |
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