CBVZX
Price
$9.44
Change
+$0.01 (+0.11%)
Updated
Jul 10 closing price
Net Assets
151.27M
FIKVX
Price
$14.03
Change
+$0.01 (+0.07%)
Updated
Jul 10 closing price
Net Assets
5.51B
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CBVZX vs FIKVX

Header iconCBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVXBanner chart's image
Columbia Capital Allocation Cnsrv Inst
Price$9.44
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets151.27M
Fidelity Advisor Asset Manager 20% Z
Price$14.03
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.51B
CBVZX vs FIKVX Comparison Chart in %
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CBVZX vs. FIKVX commentary
Jul 11, 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 CBVZX is a Hold and FIKVX is a Buy.

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FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. CBVZX (151M). CBVZX (3.41) and FIKVX (3.26) have matching dividends . CBVZX was incepted earlier than FIKVX: CBVZX (15 years) vs FIKVX (7 years). CBVZX (0.69) is less costly to investors than FIKVX (0.46). FIKVX is a more actively managed with annual turnover of: 24.00 vs. CBVZX (7.00). FIKVX has a lower initial minimum investment than CBVZX: FIKVX (0) vs CBVZX (2000). CBVZX (6.57) and FIKVX (6.44) have marching annual gain over last year. FIKVX return over 5 years is better than : 14.40 vs. CBVZX (6.03).
CBVZXFIKVXCBVZX / FIKVX
Total Expense Ratio0.690.46150%
Annual Report Gross Expense Ratio0.690.46150%
Fund Existence15 years7 years-
Gain YTD5.1034.716108%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets151M5.51B3%
Annual Yield % from dividends3.413.26104%
Returns for 1 year6.576.44102%
Returns for 3 years18.8415.88119%
Returns for 5 years6.0314.4042%
Returns for 10 years20.61N/A-
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