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CBHMX vs PTFAX
CBHMX vs PTFAX Comparison
Open Charts CBHMX vs PTFAX
Victory Market Neutral Income Member
Price$8.71
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets2.57B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.43
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets425.83M
CBHMX vs PTFAX Comparison Chart
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CBHMX vs. PTFAX commentary
May 09, 2025
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 CBHMX is a StrongBuy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHMX has more cash in the bank: 2.57B vs. PTFAX (426M). PTFAX pays higher dividends than CBHMX: PTFAX (4.96) vs CBHMX (4.29). CBHMX was incepted earlier than PTFAX: CBHMX (5 years) vs PTFAX (17 years). PTFAX (1.73) is less costly to investors than CBHMX (0.73). PTFAX is a more actively managed with annual turnover of: 443.00 vs. CBHMX (88.00). PTFAX has a lower initial minimum investment than CBHMX: PTFAX (1000) vs CBHMX (3000). CBHMX annual gain was more profitable for investors over the last year : 7.58 vs. PTFAX (-3.34).
| CBHMX | PTFAX | CBHMX / PTFAX | |
| Total Expense Ratio | 0.56 | 1.73 | 32% |
| Annual Report Gross Expense Ratio | 0.73 | 1.73 | 42% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 5.000 | 2.361 | 212% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 426M | 604% |
| Annual Yield % from dividends | 4.29 | 4.96 | 86% |
| Returns for 1 year | 7.58 | -3.34 | -227% |
| Returns for 3 years | 3.37 | -3.58 | -94% |
| Returns for 5 years | N/A | 7.66 | - |
| Returns for 10 years | N/A | -10.27 | - |
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