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CBHAX vs PTFAX
CBHAX vs PTFAX Comparison
Open Charts CBHAX vs PTFAX
Victory Market Neutral Income A
Price$8.70
Change-$0.05 (-0.57%)
VolumeN/A
Net Assets2.62B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.43
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets425.93M
CBHAX vs PTFAX Comparison Chart
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CBHAX vs. PTFAX 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 PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHAX has more cash in the bank: 2.62B vs. PTFAX (426M). PTFAX pays higher dividends than CBHAX: PTFAX (5.04) vs CBHAX (3.97). CBHAX was incepted earlier than PTFAX: CBHAX (13 years) vs PTFAX (17 years). PTFAX (1.73) is less costly to investors than CBHAX (0.76). PTFAX is a more actively managed with annual turnover of: 443.00 vs. CBHAX (88.00). CBHAX initial investment is less costly to investors than PTFAX (4%) vs PTFAX (4%). PTFAX has a lower initial minimum investment than CBHAX: PTFAX (1000) vs CBHAX (2500). CBHAX annual gain was more profitable for investors over the last year : 8.55 vs. PTFAX (-1.21). CBHAX return over 5 years is better than : 7.53 vs. PTFAX (6.39).
| CBHAX | PTFAX | CBHAX / PTFAX | |
| Total Expense Ratio | 0.76 | 1.73 | 44% |
| Annual Report Gross Expense Ratio | 0.76 | 1.73 | 44% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 5.761 | 2.499 | 230% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 426M | 614% |
| Annual Yield % from dividends | 3.97 | 5.04 | 79% |
| Returns for 1 year | 8.55 | -1.21 | -706% |
| Returns for 3 years | 5.54 | -0.40 | -1,378% |
| Returns for 5 years | 7.53 | 6.39 | 118% |
| Returns for 10 years | 26.28 | -9.44 | -278% |
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