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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-$0.04 (-0.46%)
VolumeN/A
Net Assets2.59B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.36
Change-$0.03 (-0.41%)
VolumeN/A
Net Assets425.93M
CBHMX vs PTFAX Comparison Chart
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CBHMX vs. PTFAX commentary
Jun 05, 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: 2.59B vs. PTFAX (426M). PTFAX pays higher dividends than CBHMX: PTFAX (5.04) vs CBHMX (4.14). 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 : 7.94 vs. PTFAX (-3.37).
| 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 | 5.800 | 1.947 | 298% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 426M | 609% |
| Annual Yield % from dividends | 4.14 | 5.04 | 82% |
| Returns for 1 year | 7.94 | -3.37 | -235% |
| Returns for 3 years | 4.56 | -3.64 | -125% |
| Returns for 5 years | N/A | 3.49 | - |
| Returns for 10 years | N/A | -10.64 | - |
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