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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
Jun 21, 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: 3.22B vs. PTFAX (398M). CBHIX pays higher dividends than PTFAX: CBHIX (3.76) vs PTFAX (1.37). 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 : 13.62 vs. CBHIX (9.53). CBHIX return over 5 years is better than : 18.35 vs. PTFAX (13.06).
| 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 | 9.093 | 7.953 | 114% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 398M | 808% |
| Annual Yield % from dividends | 3.76 | 1.37 | 274% |
| Returns for 1 year | 9.53 | 13.62 | 70% |
| Returns for 3 years | 12.83 | 4.76 | 270% |
| Returns for 5 years | 18.35 | 13.06 | 141% |
| Returns for 10 years | 42.03 | 6.60 | 637% |
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