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CTHEX vs CTLCX
CTHEX vs CTLCX Comparison
Open Charts CTHEX vs CTLCX
CTHEX vs CTLCX Comparison Chart in %
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CTHEX vs. CTLCX 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 CTLCX is a Hold.
FUNDAMENTALS
Fundamentals
CTHEX has more cash in the bank: 5.34B vs. CTLCX (4.72B). CTHEX pays higher dividends than CTLCX: CTHEX (2.92) vs CTLCX (2.05). CTHEX was incepted earlier than CTLCX: CTHEX (14 years) vs CTLCX (11 years). CTLCX (1.46) is less costly to investors than CTHEX (0.91). CTLCX is a more actively managed with annual turnover of: 9.00 vs. CTHEX (8.00). CTHEX (250) and CTLCX (250) have matching initial minimum investment requirements. CTHEX annual gain was more profitable for investors over the last year : 0.97 vs. CTLCX (0.81). CTLCX return over 5 years is better than : 3.39 vs. CTHEX (2.68).
| CTHEX | CTLCX | CTHEX / CTLCX | |
| Total Expense Ratio | 0.91 | 1.46 | 62% |
| Annual Report Gross Expense Ratio | 0.91 | 1.46 | 62% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 1.833 | 3.520 | 52% |
| Front Load | N/A | N/A | - |
| 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 | 2.05 | 142% |
| Returns for 1 year | 0.97 | 0.81 | 120% |
| Returns for 3 years | 25.09 | 29.65 | 85% |
| Returns for 5 years | 2.68 | 3.39 | 79% |
| Returns for 10 years | 35.22 | 51.24 | 69% |
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