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CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
Columbia Capital Allocation Cnsrv Inst
Price$9.65
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets151.61M
Fidelity Advisor Asset Manager 20% Z
Price$14.18
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets5.49B
CBVZX vs FIKVX Comparison Chart in %
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CBVZX vs. FIKVX commentary
Aug 30, 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: 5.49B vs. CBVZX (152M). CBVZX (3.40) and FIKVX (3.25) 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 annual gain was more profitable for investors over the last year : 6.28 vs. FIKVX (5.97). FIKVX return over 5 years is better than : 13.92 vs. CBVZX (5.91).
| 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 | 7.443 | 6.368 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 5.49B | 3% |
| Annual Yield % from dividends | 3.40 | 3.25 | 105% |
| Returns for 1 year | 6.28 | 5.97 | 105% |
| Returns for 3 years | 20.25 | 16.22 | 125% |
| Returns for 5 years | 5.91 | 13.92 | 42% |
| Returns for 10 years | 25.31 | N/A | - |
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