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CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
Columbia Capital Allocation Cnsrv Inst
Price$9.33
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% C
Price$13.63
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
CBVZX vs FTCWX Comparison Chart
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CBVZX vs. FTCWX 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 FTCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.37B vs. CBVZX (156M). CBVZX pays higher dividends than FTCWX: CBVZX (3.53) vs FTCWX (2.18). CBVZX was incepted earlier than FTCWX: CBVZX (14 years) vs FTCWX (18 years). FTCWX is a more actively managed with annual turnover of: 28.00 vs. CBVZX (17.00). FTCWX has a lower initial minimum investment than CBVZX: FTCWX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 7.84 vs. FTCWX (6.24). FTCWX return over 5 years is better than : 6.56 vs. CBVZX (2.74).
| CBVZX | FTCWX | CBVZX / FTCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 6.892 | 5.502 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 156M | 5.37B | 3% |
| Annual Yield % from dividends | 3.53 | 2.18 | 161% |
| Returns for 1 year | 7.84 | 6.24 | 126% |
| Returns for 3 years | -3.31 | -1.60 | 207% |
| Returns for 5 years | 2.74 | 6.56 | 42% |
| Returns for 10 years | 13.42 | 13.13 | 102% |
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