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CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
Columbia Capital Allocation Cnsrv Inst
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets154.23M
Fidelity Advisor Asset Manager 20% Z
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets5.56B
CBVZX vs FIKVX Comparison Chart in %
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CBVZX vs. FIKVX commentary
Sep 19, 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: 5.56B vs. CBVZX (154M). CBVZX (3.34) and FIKVX (3.20) 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 (6.79) and FIKVX (6.70) have marching annual gain over last year. FIKVX return over 5 years is better than : 15.89 vs. CBVZX (8.49).
| CBVZX | FIKVX | CBVZX / FIKVX | |
| Total Expense Ratio | 0.69 | 0.46 | 150% |
| Annual Report Gross Expense Ratio | 0.69 | 0.46 | 150% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 9.227 | 7.761 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 5.56B | 3% |
| Annual Yield % from dividends | 3.34 | 3.20 | 105% |
| Returns for 1 year | 6.79 | 6.70 | 101% |
| Returns for 3 years | 25.36 | 19.88 | 128% |
| Returns for 5 years | 8.49 | 15.89 | 53% |
| Returns for 10 years | 27.39 | N/A | - |
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