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CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
Columbia Capital Allocation Cnsrv Inst
Price$9.17
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets152.77M
Fidelity Advisor Asset Manager 20% Z
Price$13.62
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets5.64B
CBVZX vs FIKVX Comparison Chart
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CBVZX vs. FIKVX commentary
Jan 19, 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: 5.64B vs. CBVZX (153M). 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 (6.98) and FIKVX (6.91) have marching annual gain over last year. FIKVX return over 5 years is better than : 11.61 vs. CBVZX (1.62).
| 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 | 0.438 | 0.591 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 5.64B | 3% |
| Annual Yield % from dividends | 3.53 | 3.22 | 110% |
| Returns for 1 year | 6.98 | 6.91 | 101% |
| Returns for 3 years | -0.63 | 2.83 | -22% |
| Returns for 5 years | 1.62 | 11.61 | 14% |
| Returns for 10 years | 14.79 | N/A | - |
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