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BLDRX vs CBVZX
BLDRX vs CBVZX Comparison
Open Charts BLDRX vs CBVZX
BlackRock Managed Income K
Price$9.31
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets762.49M
Columbia Capital Allocation Cnsrv Inst
Price$9.07
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets148.06M
BLDRX vs CBVZX Comparison Chart
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BLDRX vs. CBVZX commentary
Apr 16, 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 BLDRX is a Buy and CBVZX is a Hold.
FUNDAMENTALS
Fundamentals
BLDRX has more cash in the bank: 762M vs. CBVZX (148M). BLDRX pays higher dividends than CBVZX: BLDRX (5.81) vs CBVZX (3.53). BLDRX was incepted earlier than CBVZX: BLDRX (18 years) vs CBVZX (15 years). CBVZX (0.71) is less costly to investors than BLDRX (0.63). BLDRX is a more actively managed with annual turnover of: 65.00 vs. CBVZX (17.00). CBVZX has a lower initial minimum investment than BLDRX: CBVZX (2000) vs BLDRX (5000000). BLDRX annual gain was more profitable for investors over the last year : 6.78 vs. CBVZX (6.27). BLDRX return over 5 years is better than : 21.57 vs. CBVZX (5.44).
| BLDRX | CBVZX | BLDRX / CBVZX | |
| Total Expense Ratio | 0.43 | 0.71 | 61% |
| Annual Report Gross Expense Ratio | 0.63 | 0.71 | 89% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 0.711 | 0.094 | 757% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 148M | 515% |
| Annual Yield % from dividends | 5.81 | 3.53 | 164% |
| Returns for 1 year | 6.78 | 6.27 | 108% |
| Returns for 3 years | -1.90 | 4.95 | -38% |
| Returns for 5 years | 21.57 | 5.44 | 397% |
| Returns for 10 years | 38.43 | 12.13 | 317% |
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