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CBHAX vs SMNIX
CBHAX vs SMNIX Comparison
Open Charts CBHAX vs SMNIX
Victory Market Neutral Income A
Price$8.80
Change+$0.37 (+4.39%)
VolumeN/A
Net Assets2.75B
Steward Equity Market Neutral I
Price$27.03
Change+$0.77 (+2.93%)
VolumeN/A
Net Assets102.79M
CBHAX vs SMNIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CBHAX has more cash in the bank: 2.75B vs. SMNIX (103M). CBHAX pays higher dividends than SMNIX: CBHAX (3.85) vs SMNIX (2.55). CBHAX was incepted earlier than SMNIX: CBHAX (13 years) vs SMNIX (4 years). SMNIX (2.25) is less costly to investors than CBHAX (0.76). SMNIX is a more actively managed with annual turnover of: 132.00 vs. CBHAX (60.00). CBHAX has a lower initial minimum investment than SMNIX: CBHAX (2500) vs SMNIX (100000). CBHAX annual gain was more profitable for investors over the last year : 8.75 vs. SMNIX (2.38).
| CBHAX | SMNIX | CBHAX / SMNIX | |
| Total Expense Ratio | 0.76 | 2.25 | 34% |
| Annual Report Gross Expense Ratio | 0.76 | 2.25 | 34% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 2.733 | -0.073 | -3,727% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 103M | 2,673% |
| Annual Yield % from dividends | 3.85 | 2.55 | 151% |
| Returns for 1 year | 8.75 | 2.38 | 368% |
| Returns for 3 years | 17.02 | 10.72 | 159% |
| Returns for 5 years | 12.21 | N/A | - |
| Returns for 10 years | 31.56 | N/A | - |
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