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CBHCX vs PTFAX
CBHCX vs PTFAX Comparison
Open Charts CBHCX vs PTFAX
Victory Market Neutral Income C
Price$8.56
Change-$0.05 (-0.58%)
VolumeN/A
Net Assets2.62B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.43
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets425.93M
CBHCX vs PTFAX Comparison Chart
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CBHCX 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 CBHCX is a StrongBuy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHCX has more cash in the bank: 2.62B vs. PTFAX (426M). PTFAX pays higher dividends than CBHCX: PTFAX (5.04) vs CBHCX (3.35). CBHCX was incepted earlier than PTFAX: CBHCX (13 years) vs PTFAX (17 years). PTFAX (1.73) and CBHCX (1.68) have similar cost to investors . PTFAX is a more actively managed with annual turnover of: 443.00 vs. CBHCX (88.00). PTFAX has a lower initial minimum investment than CBHCX: PTFAX (1000) vs CBHCX (2500). CBHCX annual gain was more profitable for investors over the last year : 7.72 vs. PTFAX (-1.21). PTFAX return over 5 years is better than : 6.39 vs. CBHCX (3.41).
| CBHCX | PTFAX | CBHCX / PTFAX | |
| Total Expense Ratio | 1.51 | 1.73 | 87% |
| Annual Report Gross Expense Ratio | 1.68 | 1.73 | 97% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 5.375 | 2.499 | 215% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 426M | 614% |
| Annual Yield % from dividends | 3.35 | 5.04 | 66% |
| Returns for 1 year | 7.72 | -1.21 | -638% |
| Returns for 3 years | 2.97 | -0.40 | -738% |
| Returns for 5 years | 3.41 | 6.39 | 53% |
| Returns for 10 years | 17.00 | -9.44 | -180% |
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