Interact to see
Advertisement
Advertisement
CBHMX vs PTFAX
CBHMX vs PTFAX Comparison
Open Charts CBHMX vs PTFAX
CBHMX vs PTFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBHMX vs. PTFAX commentary
Aug 23, 2026
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 Hold and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHMX has more cash in the bank: 3.44B vs. PTFAX (458M). PTFAX pays higher dividends than CBHMX: PTFAX (6.19) vs CBHMX (3.53). CBHMX was incepted earlier than PTFAX: CBHMX (6 years) vs PTFAX (18 years). PTFAX (1.53) is less costly to investors than CBHMX (0.74). PTFAX is a more actively managed with annual turnover of: 867.00 vs. CBHMX (60.00). PTFAX has a lower initial minimum investment than CBHMX: PTFAX (1000) vs CBHMX (3000). PTFAX annual gain was more profitable for investors over the last year : 22.07 vs. CBHMX (11.28). PTFAX return over 5 years is better than : 26.46 vs. CBHMX (18.60).
| CBHMX | PTFAX | CBHMX / PTFAX | |
| Total Expense Ratio | 0.56 | 1.53 | 37% |
| Annual Report Gross Expense Ratio | 0.74 | 1.53 | 48% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 10.680 | 17.074 | 63% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 458M | 752% |
| Annual Yield % from dividends | 3.53 | 6.19 | 57% |
| Returns for 1 year | 11.28 | 22.07 | 51% |
| Returns for 3 years | 24.23 | 24.10 | 101% |
| Returns for 5 years | 18.60 | 26.46 | 70% |
| Returns for 10 years | N/A | 15.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement