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AAHYX vs CBVZX
AAHYX vs CBVZX Comparison
Open Charts AAHYX vs CBVZX
Thrivent Conservative Allocation A
Price$6.87
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets937.87M
Columbia Capital Allocation Cnsrv Inst
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets146.8M
AAHYX vs CBVZX Comparison Chart
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AAHYX vs. CBVZX commentary
Apr 12, 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 AAHYX is a Hold and CBVZX is a Hold.
FUNDAMENTALS
Fundamentals
AAHYX has more cash in the bank: 938M vs. CBVZX (147M). AAHYX pays higher dividends than CBVZX: AAHYX (3.88) vs CBVZX (3.53). AAHYX was incepted earlier than CBVZX: AAHYX (28 years) vs CBVZX (15 years). AAHYX (0.95) is less costly to investors than CBVZX (0.71). AAHYX is a more actively managed with annual turnover of: 80.00 vs. CBVZX (17.00). AAHYX (2000) and CBVZX (2000) have matching initial minimum investment requirements. CBVZX (4.39) and AAHYX (4.25) have marching annual gain over last year. AAHYX return over 5 years is better than : 19.47 vs. CBVZX (4.92).
| AAHYX | CBVZX | AAHYX / CBVZX | |
| Total Expense Ratio | 0.95 | 0.71 | 134% |
| Annual Report Gross Expense Ratio | 0.95 | 0.71 | 134% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | -1.925 | -0.900 | 214% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 147M | 638% |
| Annual Yield % from dividends | 3.88 | 3.53 | 110% |
| Returns for 1 year | 4.25 | 4.39 | 97% |
| Returns for 3 years | 7.04 | 3.58 | 197% |
| Returns for 5 years | 19.47 | 4.92 | 396% |
| Returns for 10 years | 27.69 | 10.80 | 256% |
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