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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
Aug 23, 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 Hold and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 3.44B vs. PTFAX (458M). PTFAX pays higher dividends than CBHIX: PTFAX (6.19) 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 : 22.07 vs. CBHIX (11.46). PTFAX return over 5 years is better than : 26.46 vs. CBHIX (19.53).
| 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 | 10.806 | 17.074 | 63% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 458M | 752% |
| Annual Yield % from dividends | 3.63 | 6.19 | 59% |
| Returns for 1 year | 11.46 | 22.07 | 52% |
| Returns for 3 years | 24.82 | 24.10 | 103% |
| Returns for 5 years | 19.53 | 26.46 | 74% |
| Returns for 10 years | 42.87 | 15.13 | 283% |
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