Interact to see
Advertisement
Advertisement
CBHIX vs SMNAX
CBHIX vs SMNAX Comparison
Open Charts CBHIX vs SMNAX
Victory Market Neutral Income I
Price$8.81
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets2.67B
Steward Equity Market Neutral A
Price$26.48
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets109.89M
CBHIX vs SMNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 2.67B vs. SMNAX (110M). CBHIX pays higher dividends than SMNAX: CBHIX (4.55) vs SMNAX (3.14). CBHIX was incepted earlier than SMNAX: CBHIX (13 years) vs SMNAX (4 years). SMNAX (2.58) is less costly to investors than CBHIX (0.58). 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 : 8.70 vs. SMNAX (-6.19).
| CBHIX | SMNAX | CBHIX / SMNAX | |
| Total Expense Ratio | 0.41 | 2.58 | 16% |
| Annual Report Gross Expense Ratio | 0.58 | 2.58 | 22% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 6.232 | -3.541 | -176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 110M | 2,428% |
| Annual Yield % from dividends | 4.55 | 3.14 | 145% |
| Returns for 1 year | 8.70 | -6.19 | -141% |
| Returns for 3 years | 8.25 | 6.00 | 138% |
| Returns for 5 years | 9.24 | N/A | - |
| Returns for 10 years | 29.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement