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CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
Columbia Capital Allocation Cnsrv Inst
Price$9.75
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets154.09M
Fidelity Advisor Asset Manager 20% Z
Price$14.34
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets5.57B
CBVZX vs FIKVX Comparison Chart in %
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CBVZX vs. FIKVX commentary
Oct 09, 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: 5.57B vs. CBVZX (154M). CBVZX pays higher dividends than FIKVX: CBVZX (3.33) vs FIKVX (3.16). 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 annual gain was more profitable for investors over the last year : 7.95 vs. FIKVX (7.22). FIKVX return over 5 years is better than : 15.53 vs. CBVZX (7.94).
| 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 | 9.419 | 8.182 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 5.57B | 3% |
| Annual Yield % from dividends | 3.33 | 3.16 | 105% |
| Returns for 1 year | 7.95 | 7.22 | 110% |
| Returns for 3 years | 29.90 | 23.50 | 127% |
| Returns for 5 years | 7.94 | 15.53 | 51% |
| Returns for 10 years | 26.88 | N/A | - |
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