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CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
Columbia Capital Allocation Cnsrv Inst
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets146.8M
Fidelity Advisor Asset Manager 20% Z
Price$13.35
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets5.41B
CBVZX vs FIKVX Comparison Chart
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CBVZX vs. FIKVX 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 CBVZX is a Hold and FIKVX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.41B vs. CBVZX (147M). CBVZX pays higher dividends than FIKVX: CBVZX (3.53) vs FIKVX (3.36). 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: 28.00 vs. CBVZX (17.00). FIKVX has a lower initial minimum investment than CBVZX: FIKVX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 4.39 vs. FIKVX (3.47). FIKVX return over 5 years is better than : 14.37 vs. CBVZX (4.92).
| 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 | -0.900 | -1.160 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 5.41B | 3% |
| Annual Yield % from dividends | 3.53 | 3.36 | 105% |
| Returns for 1 year | 4.39 | 3.47 | 127% |
| Returns for 3 years | 3.58 | 4.55 | 79% |
| Returns for 5 years | 4.92 | 14.37 | 34% |
| Returns for 10 years | 10.80 | N/A | - |
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