CBVZX
Price
$9.54
Change
-$0.01 (-0.10%)
Updated
Aug 7 closing price
Net Assets
151.23M
FIKVX
Price
$14.06
Change
+$0.01 (+0.07%)
Updated
Aug 7 closing price
Net Assets
5.49B
Interact to see
Advertisement

CBVZX vs FIKVX

Header iconCBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVXBanner chart's image
Columbia Capital Allocation Cnsrv Inst
Price$9.54
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets151.23M
Fidelity Advisor Asset Manager 20% Z
Price$14.06
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.49B
CBVZX vs FIKVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CBVZX vs. FIKVX commentary
Aug 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.49B vs. CBVZX (151M). 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 : 8.16 vs. FIKVX (7.72). FIKVX return over 5 years is better than : 13.36 vs. CBVZX (5.22).
CBVZXFIKVXCBVZX / FIKVX
Total Expense Ratio0.690.46150%
Annual Report Gross Expense Ratio0.690.46150%
Fund Existence15 years7 years-
Gain YTD6.4405.542116%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets151M5.49B3%
Annual Yield % from dividends3.403.25105%
Returns for 1 year8.167.72106%
Returns for 3 years16.8813.80122%
Returns for 5 years5.2213.3639%
Returns for 10 years22.02N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
KAUFX6.14N/A
N/A
Federated Hermes Kaufmann R
WSMRX26.33N/A
N/A
William Blair Small-Mid Cap Growth R6
IGHSX12.29N/A
N/A
Voya Global High Dividend Low Vol Port S
AFCNX18.36N/A
N/A
American Century Focused Intl Gr Inv
UIVNX12.67N/A
N/A
MFS Intrinsic Value R2