Interact to see
Advertisement
Advertisement
CBHMX vs SMNAX
CBHMX vs SMNAX Comparison
Open Charts CBHMX vs SMNAX
Victory Market Neutral Income Member
Price$8.81
Change+$0.37 (+4.38%)
VolumeN/A
Net Assets2.74B
Steward Equity Market Neutral A
Price$26.98
Change+$0.82 (+3.13%)
VolumeN/A
Net Assets102.79M
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: 2.74B vs. SMNAX (103M). CBHMX pays higher dividends than SMNAX: CBHMX (4.04) vs SMNAX (2.26). CBHMX was incepted earlier than SMNAX: CBHMX (5 years) vs SMNAX (4 years). SMNAX (2.44) is less costly to investors than CBHMX (0.74). SMNAX is a more actively managed with annual turnover of: 132.00 vs. CBHMX (60.00). 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 : 9.06 vs. SMNAX (2.24).
| CBHMX | SMNAX | CBHMX / SMNAX | |
| Total Expense Ratio | 0.56 | 2.44 | 23% |
| Annual Report Gross Expense Ratio | 0.74 | 2.44 | 30% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 2.854 | -0.073 | -3,886% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 103M | 2,662% |
| Annual Yield % from dividends | 4.04 | 2.26 | 179% |
| Returns for 1 year | 9.06 | 2.24 | 405% |
| Returns for 3 years | 17.80 | 10.09 | 176% |
| Returns for 5 years | 13.39 | 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