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CBHMX vs PTFAX
CBHMX vs PTFAX Comparison
Open Charts CBHMX vs PTFAX
Victory Market Neutral Income Member
Price$8.62
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets2.71B
PIMCO RAE Fundamental Advantage PLUS A
Price$7.99
Change+$0.03 (+0.38%)
VolumeN/A
Net Assets373.58M
CBHMX vs PTFAX Comparison Chart in %
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CBHMX vs. PTFAX commentary
Dec 14, 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 CBHMX is a Hold and PTFAX is a Hold.
FUNDAMENTALS
Fundamentals
CBHMX has more cash in the bank: 2.71B vs. PTFAX (374M). CBHMX pays higher dividends than PTFAX: CBHMX (4.22) vs PTFAX (2.56). CBHMX was incepted earlier than PTFAX: CBHMX (5 years) vs PTFAX (17 years). PTFAX (1.53) is less costly to investors than CBHMX (0.74). PTFAX is a more actively managed with annual turnover of: 666.00 vs. CBHMX (60.00). PTFAX has a lower initial minimum investment than CBHMX: PTFAX (1000) vs CBHMX (3000). PTFAX annual gain was more profitable for investors over the last year : 9.29 vs. CBHMX (6.59). PTFAX return over 5 years is better than : 10.81 vs. CBHMX (6.01).
| CBHMX | PTFAX | CBHMX / PTFAX | |
| Total Expense Ratio | 0.56 | 1.53 | 37% |
| Annual Report Gross Expense Ratio | 0.74 | 1.53 | 48% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 6.171 | 9.811 | 63% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 374M | 725% |
| Annual Yield % from dividends | 4.22 | 2.56 | 165% |
| Returns for 1 year | 6.59 | 9.29 | 71% |
| Returns for 3 years | 9.30 | 2.25 | 413% |
| Returns for 5 years | 6.01 | 10.81 | 56% |
| Returns for 10 years | N/A | 3.70 | - |
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