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CBHIX vs SMNAX
CBHIX vs SMNAX Comparison
Open Charts CBHIX vs SMNAX
Victory Market Neutral Income I
Price$8.53
Change+$0.05 (+0.59%)
VolumeN/A
Net Assets2.69B
Steward Equity Market Neutral A
Price$26.46
Change+$0.16 (+0.61%)
VolumeN/A
Net Assets124.1M
CBHIX vs SMNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 2.69B vs. SMNAX (124M). CBHIX pays higher dividends than SMNAX: CBHIX (4.22) vs SMNAX (3.24). CBHIX was incepted earlier than SMNAX: CBHIX (13 years) vs SMNAX (4 years). SMNAX (2.44) is less costly to investors than CBHIX (0.58). SMNAX is a more actively managed with annual turnover of: 132.00 vs. CBHIX (88.00). SMNAX has a lower initial minimum investment than CBHIX: SMNAX (1000) vs CBHIX (2000000). CBHIX annual gain was more profitable for investors over the last year : 5.71 vs. SMNAX (-7.29).
| CBHIX | SMNAX | CBHIX / SMNAX | |
| Total Expense Ratio | 0.41 | 2.44 | 17% |
| Annual Report Gross Expense Ratio | 0.58 | 2.44 | 24% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 4.406 | -3.395 | -130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 124M | 2,168% |
| Annual Yield % from dividends | 4.22 | 3.24 | 130% |
| Returns for 1 year | 5.71 | -7.29 | -78% |
| Returns for 3 years | 9.37 | 3.83 | 245% |
| Returns for 5 years | 8.28 | N/A | - |
| Returns for 10 years | 25.32 | N/A | - |
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