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CBHAX vs PFATX
CBHAX vs PFATX Comparison
Open Charts CBHAX vs PFATX
Victory Market Neutral Income A
Price$8.70
Change-$0.05 (-0.57%)
VolumeN/A
Net Assets2.62B
PIMCO RAE Fundamental AdvantagePLUS Inst
Price$7.72
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets425.93M
CBHAX vs PFATX Comparison Chart in %
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CBHAX vs. PFATX commentary
Jun 17, 2025
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 CBHAX is a StrongBuy and PFATX is a Hold.
FUNDAMENTALS
Fundamentals
CBHAX has more cash in the bank: 2.62B vs. PFATX (426M). PFATX pays higher dividends than CBHAX: PFATX (5.23) vs CBHAX (3.97). CBHAX was incepted earlier than PFATX: CBHAX (13 years) vs PFATX (17 years). PFATX (1.33) is less costly to investors than CBHAX (0.76). PFATX is a more actively managed with annual turnover of: 443.00 vs. CBHAX (88.00). CBHAX has a lower initial minimum investment than PFATX: CBHAX (2500) vs PFATX (1000000). CBHAX annual gain was more profitable for investors over the last year : 8.55 vs. PFATX (-1.00). PFATX return over 5 years is better than : 8.41 vs. CBHAX (7.53).
| CBHAX | PFATX | CBHAX / PFATX | |
| Total Expense Ratio | 0.76 | 1.33 | 57% |
| Annual Report Gross Expense Ratio | 0.76 | 1.33 | 57% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 5.761 | 2.627 | 219% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 426M | 614% |
| Annual Yield % from dividends | 3.97 | 5.23 | 76% |
| Returns for 1 year | 8.55 | -1.00 | -856% |
| Returns for 3 years | 5.54 | 0.66 | 845% |
| Returns for 5 years | 7.53 | 8.41 | 90% |
| Returns for 10 years | 26.28 | -5.93 | -443% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| YETH | 25.65 | 0.86 | +3.47% |
| Roundhill Ether Covered Cll Strat ETF | |||
| QGRO | 105.85 | 1.38 | +1.32% |
| American Century US Quality Growth ETF | |||
| FLC | 16.83 | 0.08 | +0.48% |
| Flaherty & Crumrine Total Return Fund | |||
| VCV | 10.27 | 0.01 | +0.10% |
| INVESCO CALIFORNIA VALUE MUNI Income TRUST | |||
| PNF | 6.91 | N/A | +0.06% |
| PIMCO NEW YORK Municipal Income FUND | |||