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CBHMX vs PTFAX
CBHMX vs PTFAX Comparison
Open Charts CBHMX vs PTFAX
CBHMX vs PTFAX Comparison Chart in %
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CBHMX vs. PTFAX commentary
Sep 13, 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: 3.53B vs. PTFAX (456M). PTFAX pays higher dividends than CBHMX: PTFAX (6.14) vs CBHMX (3.51). CBHMX was incepted earlier than PTFAX: CBHMX (6 years) vs PTFAX (18 years). PTFAX (1.50) 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 : 19.86 vs. CBHMX (13.28). PTFAX return over 5 years is better than : 27.94 vs. CBHMX (19.88).
| CBHMX | PTFAX | CBHMX / PTFAX | |
| Total Expense Ratio | 0.56 | 1.50 | 37% |
| Annual Report Gross Expense Ratio | 0.74 | 1.50 | 49% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 11.634 | 16.645 | 70% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.53B | 456M | 774% |
| Annual Yield % from dividends | 3.51 | 6.14 | 57% |
| Returns for 1 year | 13.28 | 19.86 | 67% |
| Returns for 3 years | 25.01 | 22.45 | 111% |
| Returns for 5 years | 19.88 | 27.94 | 71% |
| Returns for 10 years | N/A | 14.23 | - |
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