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CBHMX vs PTFAX
CBHMX vs PTFAX Comparison
Open Charts CBHMX vs PTFAX
Victory Market Neutral Income Member
Price$8.68
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets2.58B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.63
Change-$0.08 (-1.04%)
VolumeN/A
Net Assets463.06M
CBHMX vs PTFAX Comparison Chart
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CBHMX vs. PTFAX commentary
Apr 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: 2.58B vs. PTFAX (463M). PTFAX pays higher dividends than CBHMX: PTFAX (4.80) vs CBHMX (4.16). CBHMX was incepted earlier than PTFAX: CBHMX (4 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 : 7.82 vs. PTFAX (-2.82).
| CBHMX | PTFAX | CBHMX / PTFAX | |
| Total Expense Ratio | 0.56 | 1.73 | 32% |
| Annual Report Gross Expense Ratio | 0.73 | 1.73 | 42% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 3.861 | 6.362 | 61% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.58B | 463M | 556% |
| Annual Yield % from dividends | 4.16 | 4.80 | 87% |
| Returns for 1 year | 7.82 | -2.82 | -277% |
| Returns for 3 years | 3.13 | 7.52 | 42% |
| Returns for 5 years | N/A | 12.54 | - |
| Returns for 10 years | N/A | -7.03 | - |
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