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CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
Columbia Capital Allocation Cnsrv Inst
Price$9.35
Change-$0.05 (-0.53%)
VolumeN/A
Net Assets149.4M
Fidelity Advisor Asset Manager 20% Z
Price$13.80
Change-$0.06 (-0.43%)
VolumeN/A
Net Assets5.44B
CBVZX vs FIKVX Comparison Chart
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CBVZX vs. FIKVX commentary
Jun 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 CBVZX is a Hold and FIKVX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.44B vs. CBVZX (149M). CBVZX pays higher dividends than FIKVX: CBVZX (3.49) vs FIKVX (3.28). CBVZX was incepted earlier than FIKVX: CBVZX (15 years) vs FIKVX (7 years). CBVZX (0.71) 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 (5.84) and FIKVX (5.70) have marching annual gain over last year. FIKVX return over 5 years is better than : 14.39 vs. CBVZX (4.57).
| CBVZX | FIKVX | CBVZX / FIKVX | |
| Total Expense Ratio | 0.71 | 0.46 | 154% |
| Annual Report Gross Expense Ratio | 0.71 | 0.46 | 154% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 3.298 | 3.073 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 5.44B | 3% |
| Annual Yield % from dividends | 3.49 | 3.28 | 106% |
| Returns for 1 year | 5.84 | 5.70 | 102% |
| Returns for 3 years | 16.13 | 15.78 | 102% |
| Returns for 5 years | 4.57 | 14.39 | 32% |
| Returns for 10 years | 17.09 | N/A | - |
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