Interact to see
Advertisement
Advertisement
CBHMX vs SMNAX
CBHMX vs SMNAX Comparison
Open Charts CBHMX vs SMNAX
Victory Market Neutral Income Member
Price$8.63
Change+$0.05 (+0.58%)
VolumeN/A
Net Assets2.68B
Steward Equity Market Neutral A
Price$28.08
Change+$0.35 (+1.26%)
VolumeN/A
Net Assets106.76M
CBHMX vs SMNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CBHMX has more cash in the bank: 2.68B vs. SMNAX (107M). CBHMX pays higher dividends than SMNAX: CBHMX (4.24) vs SMNAX (3.22). CBHMX was incepted earlier than SMNAX: CBHMX (5 years) vs SMNAX (4 years). SMNAX (2.44) is less costly to investors than CBHMX (0.73). SMNAX is a more actively managed with annual turnover of: 132.00 vs. CBHMX (88.00). SMNAX has a lower initial minimum investment than CBHMX: SMNAX (1000) vs CBHMX (3000). CBHMX annual gain was more profitable for investors over the last year : 7.64 vs. SMNAX (0.85).
| CBHMX | SMNAX | CBHMX / SMNAX | |
| Total Expense Ratio | 0.56 | 2.44 | 23% |
| Annual Report Gross Expense Ratio | 0.73 | 2.44 | 30% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 6.418 | 2.519 | 255% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 107M | 2,501% |
| Annual Yield % from dividends | 4.24 | 3.22 | 132% |
| Returns for 1 year | 7.64 | 0.85 | 894% |
| Returns for 3 years | 9.66 | 8.13 | 119% |
| Returns for 5 years | 8.68 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement