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CTHEX vs CTLAX
CTHEX vs CTLAX Comparison
Open Charts CTHEX vs CTLAX
CTHEX vs CTLAX Comparison Chart in %
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CTHEX vs. CTLAX 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 CTHEX is a Hold and CTLAX is a Hold.
FUNDAMENTALS
Fundamentals
CTHEX has more cash in the bank: 5.34B vs. CTLAX (4.72B). CTHEX pays higher dividends than CTLAX: CTHEX (2.92) vs CTLAX (2.70). CTHEX was incepted earlier than CTLAX: CTHEX (14 years) vs CTLAX (11 years). CTHEX (0.91) is less costly to investors than CTLAX (0.70). CTLAX is a more actively managed with annual turnover of: 9.00 vs. CTHEX (8.00). CTHEX (250) and CTLAX (250) have matching initial minimum investment requirements. CTLAX annual gain was more profitable for investors over the last year : 1.66 vs. CTHEX (0.97). CTLAX return over 5 years is better than : 7.52 vs. CTHEX (2.68).
| CTHEX | CTLAX | CTHEX / CTLAX | |
| Total Expense Ratio | 0.91 | 0.70 | 130% |
| Annual Report Gross Expense Ratio | 0.91 | 0.70 | 130% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 1.833 | 4.097 | 45% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 4.72B | 113% |
| Annual Yield % from dividends | 2.92 | 2.70 | 108% |
| Returns for 1 year | 0.97 | 1.66 | 58% |
| Returns for 3 years | 25.09 | 32.72 | 77% |
| Returns for 5 years | 2.68 | 7.52 | 36% |
| Returns for 10 years | 35.22 | 63.80 | 55% |
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