Interact to see
Advertisement
Advertisement
CBHIX vs PTFAX
CBHIX vs PTFAX Comparison
Open Charts CBHIX vs PTFAX
CBHIX vs PTFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBHIX vs. PTFAX commentary
Aug 03, 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 Buy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 3.39B vs. PTFAX (423M). 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 : 24.17 vs. CBHIX (11.99). PTFAX return over 5 years is better than : 23.83 vs. CBHIX (20.83).
| 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 | 10.744 | 15.440 | 70% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 423M | 801% |
| Annual Yield % from dividends | 3.63 | 6.19 | 59% |
| Returns for 1 year | 11.99 | 24.17 | 50% |
| Returns for 3 years | 25.34 | 23.93 | 106% |
| Returns for 5 years | 20.83 | 23.83 | 87% |
| Returns for 10 years | 43.41 | 14.35 | 303% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDOAX | 11.90 | 0.16 | +1.36% |
| Morgan Stanley Developing Opportunity A | |||
| MDBAX | 19.50 | 0.22 | +1.14% |
| BlackRock Large Cap Focus Value Inv A | |||
| ICSCX | 36.69 | 0.18 | +0.49% |
| William Blair Small Cap Value I | |||
| MIDJX | 34.73 | -0.32 | -0.91% |
| MFS International New Discovery R4 | |||
| IRFRX | 9.29 | -0.12 | -1.28% |
| Cohen & Steers International Realty R | |||