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CBHCX vs SMNAX
CBHCX vs SMNAX Comparison
Open Charts CBHCX vs SMNAX
Victory Market Neutral Income C
Price$8.65
Change+$0.36 (+4.34%)
VolumeN/A
Net Assets2.74B
Steward Equity Market Neutral A
Price$26.98
Change+$0.82 (+3.13%)
VolumeN/A
Net Assets102.79M
CBHCX vs SMNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CBHCX has more cash in the bank: 2.74B vs. SMNAX (103M). CBHCX pays higher dividends than SMNAX: CBHCX (3.22) vs SMNAX (2.26). CBHCX was incepted earlier than SMNAX: CBHCX (13 years) vs SMNAX (4 years). SMNAX (2.44) is less costly to investors than CBHCX (1.77). SMNAX is a more actively managed with annual turnover of: 132.00 vs. CBHCX (60.00). SMNAX has a lower initial minimum investment than CBHCX: SMNAX (1000) vs CBHCX (2500). CBHCX annual gain was more profitable for investors over the last year : 8.08 vs. SMNAX (2.24).
| CBHCX | SMNAX | CBHCX / SMNAX | |
| Total Expense Ratio | 1.51 | 2.44 | 62% |
| Annual Report Gross Expense Ratio | 1.77 | 2.44 | 73% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 2.767 | -0.073 | -3,768% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 103M | 2,662% |
| Annual Yield % from dividends | 3.22 | 2.26 | 143% |
| Returns for 1 year | 8.08 | 2.24 | 361% |
| Returns for 3 years | 14.60 | 10.09 | 145% |
| Returns for 5 years | 8.09 | N/A | - |
| Returns for 10 years | 21.99 | N/A | - |
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