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CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
CBVZX vs FIKVX Comparison Chart in %
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CBVZX vs. FIKVX commentary
Aug 03, 2026
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: 6.27B vs. CBVZX (147M). CBVZX pays higher dividends than FIKVX: CBVZX (3.50) vs FIKVX (3.03). CBVZX was incepted earlier than FIKVX: CBVZX (16 years) vs FIKVX (8 years). CBVZX (0.71) is less costly to investors than FIKVX (0.48). CBVZX (31.00) and FIKVX (31.00) have comparable annual turnover. FIKVX has a lower initial minimum investment than CBVZX: FIKVX (0) vs CBVZX (2000). FIKVX annual gain was more profitable for investors over the last year : 8.52 vs. CBVZX (7.98). FIKVX return over 5 years is better than : 14.66 vs. CBVZX (8.45).
| CBVZX | FIKVX | CBVZX / FIKVX | |
| Total Expense Ratio | 0.70 | 0.45 | 156% |
| Annual Report Gross Expense Ratio | 0.71 | 0.48 | 148% |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 2.858 | 3.866 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 6.27B | 2% |
| Annual Yield % from dividends | 3.50 | 3.03 | 115% |
| Returns for 1 year | 7.98 | 8.52 | 94% |
| Returns for 3 years | 25.39 | 24.00 | 106% |
| Returns for 5 years | 8.45 | 14.66 | 58% |
| Returns for 10 years | 29.15 | N/A | - |
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