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CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
Columbia Capital Allocation Cnsrv Inst
Price$9.22
Change-$0.11 (-1.18%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% Z
Price$13.81
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
CBVZX vs FIKVX Comparison Chart
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CBVZX vs. FIKVX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.37B vs. CBVZX (156M). CBVZX pays higher dividends than FIKVX: CBVZX (3.53) vs FIKVX (3.22). CBVZX was incepted earlier than FIKVX: CBVZX (14 years) vs FIKVX (6 years). FIKVX is a more actively managed with annual turnover of: 28.00 vs. CBVZX (17.00). 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 : 7.84 vs. FIKVX (7.37). FIKVX return over 5 years is better than : 12.56 vs. CBVZX (2.74).
| CBVZX | FIKVX | CBVZX / FIKVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 6.892 | 6.569 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 5.37B | 3% |
| Annual Yield % from dividends | 3.53 | 3.22 | 110% |
| Returns for 1 year | 7.84 | 7.37 | 106% |
| Returns for 3 years | -3.31 | 1.71 | -193% |
| Returns for 5 years | 2.74 | 12.56 | 22% |
| Returns for 10 years | 13.42 | N/A | - |
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