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CBHIX vs PTFAX
CBHIX vs PTFAX Comparison
Open Charts CBHIX vs PTFAX
Victory Market Neutral Income I
Price$8.81
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
CBHIX vs PTFAX Comparison Chart in %
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CBHIX 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 CBHIX is a StrongBuy and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHIX has more cash in the bank: 2.65B vs. PTFAX (421M). CBHIX pays higher dividends than PTFAX: CBHIX (4.55) vs PTFAX (3.83). CBHIX was incepted earlier than PTFAX: CBHIX (13 years) vs PTFAX (17 years). PTFAX (1.73) is less costly to investors than CBHIX (0.58). PTFAX is a more actively managed with annual turnover of: 443.00 vs. CBHIX (88.00). PTFAX has a lower initial minimum investment than CBHIX: PTFAX (1000) vs CBHIX (2000000). CBHIX annual gain was more profitable for investors over the last year : 8.69 vs. PTFAX (0.63). PTFAX (9.65) and CBHIX (9.38) have equivalent 5 years return.
| CBHIX | PTFAX | CBHIX / PTFAX | |
| Total Expense Ratio | 0.41 | 1.73 | 24% |
| Annual Report Gross Expense Ratio | 0.58 | 1.73 | 34% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 6.474 | 3.879 | 167% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 421M | 629% |
| Annual Yield % from dividends | 4.55 | 3.83 | 119% |
| Returns for 1 year | 8.69 | 0.63 | 1,371% |
| Returns for 3 years | 7.69 | 4.01 | 192% |
| Returns for 5 years | 9.38 | 9.65 | 97% |
| Returns for 10 years | 30.94 | -7.96 | -389% |
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