Interact to see
Advertisement
Advertisement
CTHAX vs CTSEX
CTHAX vs CTSEX Comparison
Open Charts CTHAX vs CTSEX
CTHAX vs CTSEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CTHAX vs. CTSEX 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 CTHAX is a Hold and CTSEX is a Hold.
FUNDAMENTALS
Fundamentals
CTHAX has more cash in the bank: 5.34B vs. CTSEX (3.88B). CTSEX (3.14) and CTHAX (3.10) have matching dividends . CTHAX was incepted earlier than CTSEX: CTHAX (14 years) vs CTSEX (14 years). CTSEX (0.90) is less costly to investors than CTHAX (0.68). CTSEX is a more actively managed with annual turnover of: 21.00 vs. CTHAX (8.00). CTHAX (250) and CTSEX (250) have matching initial minimum investment requirements. CTHAX annual gain was more profitable for investors over the last year : 1.25 vs. CTSEX (-0.08). CTHAX return over 5 years is better than : 3.97 vs. CTSEX (2.00).
| CTHAX | CTSEX | CTHAX / CTSEX | |
| Total Expense Ratio | 0.68 | 0.90 | 76% |
| Annual Report Gross Expense Ratio | 0.68 | 0.90 | 76% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 1.961 | 0.576 | 341% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 3.88B | 138% |
| Annual Yield % from dividends | 3.10 | 3.14 | 99% |
| Returns for 1 year | 1.25 | -0.08 | -1,600% |
| Returns for 3 years | 25.90 | 18.29 | 142% |
| Returns for 5 years | 3.97 | 2.00 | 198% |
| Returns for 10 years | 38.59 | 25.97 | 149% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement