CBHCX | PTFAX | CBHCX / PTFAX | |
Total Expense Ratio | 1.51 | 1.53 | 99% |
Annual Report Gross Expense Ratio | 1.68 | 1.53 | 110% |
Fund Existence | 13 years | 17 years | - |
Gain YTD | 3.141 | 4.844 | 65% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 2500 | 1000 | 250% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 2.69B | 381M | 706% |
Annual Yield % from dividends | 3.28 | 2.64 | 124% |
Returns for 1 year | 4.30 | 0.84 | 512% |
Returns for 3 years | 5.30 | 0.50 | 1,066% |
Returns for 5 years | 1.90 | 11.07 | 17% |
Returns for 10 years | 12.01 | -2.82 | -426% |