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CBHAX vs PTFAX
CBHAX vs PTFAX Comparison
Open Charts CBHAX vs PTFAX
Victory Market Neutral Income A
Price$8.73
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets2.65B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.53
Change-$0.03 (-0.40%)
VolumeN/A
Net Assets421.08M
CBHAX vs PTFAX Comparison Chart in %
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CBHAX vs. PTFAX commentary
Jul 08, 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: 2.65B vs. PTFAX (421M). CBHAX pays higher dividends than PTFAX: CBHAX (4.27) vs PTFAX (3.83). 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 : 8.29 vs. PTFAX (0.63). PTFAX return over 5 years is better than : 9.65 vs. CBHAX (7.35).
| 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 | 6.247 | 3.879 | 161% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 421M | 629% |
| Annual Yield % from dividends | 4.27 | 3.83 | 111% |
| Returns for 1 year | 8.29 | 0.63 | 1,308% |
| Returns for 3 years | 6.55 | 4.01 | 163% |
| Returns for 5 years | 7.35 | 9.65 | 76% |
| Returns for 10 years | 26.73 | -7.96 | -336% |
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