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CBHMX vs SMNAX
CBHMX vs SMNAX Comparison
Open Charts CBHMX vs SMNAX
Victory Market Neutral Income Member
Price$8.75
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets2.65B
Steward Equity Market Neutral A
Price$27.25
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets113.02M
CBHMX vs SMNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CBHMX has more cash in the bank: 2.65B vs. SMNAX (113M). CBHMX pays higher dividends than SMNAX: CBHMX (4.45) vs SMNAX (3.14). CBHMX was incepted earlier than SMNAX: CBHMX (5 years) vs SMNAX (4 years). SMNAX (2.58) is less costly to investors than CBHMX (0.73). SMNAX is a more actively managed with annual turnover of: 151.00 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 : 8.61 vs. SMNAX (-4.00).
| CBHMX | SMNAX | CBHMX / SMNAX | |
| Total Expense Ratio | 0.56 | 2.58 | 22% |
| Annual Report Gross Expense Ratio | 0.73 | 2.58 | 28% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 6.458 | -0.511 | -1,264% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 113M | 2,342% |
| Annual Yield % from dividends | 4.45 | 3.14 | 142% |
| Returns for 1 year | 8.61 | -4.00 | -215% |
| Returns for 3 years | 7.17 | 9.91 | 72% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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