Interact to see
Advertisement
Advertisement
CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 5.103 | 4.716 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 5.51B | 3% |
| Annual Yield % from dividends | 3.41 | 3.26 | 104% |
| Returns for 1 year | 6.57 | 6.44 | 102% |
| Returns for 3 years | 18.84 | 15.88 | 119% |
| Returns for 5 years | 6.03 | 14.40 | 42% |
| Returns for 10 years | 20.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement