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CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
Columbia Capital Allocation Cnsrv Inst
Price$9.54
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets151.23M
Fidelity Advisor Asset Manager 20% C
Price$13.89
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.49B
CBVZX vs FTCWX Comparison Chart in %
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CBVZX vs. FTCWX 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 FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.49B vs. CBVZX (151M). CBVZX pays higher dividends than FTCWX: CBVZX (3.40) vs FTCWX (2.23). CBVZX was incepted earlier than FTCWX: CBVZX (15 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than CBVZX (0.69). FTCWX is a more actively managed with annual turnover of: 24.00 vs. CBVZX (7.00). 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 : 8.16 vs. FTCWX (6.58). FTCWX return over 5 years is better than : 7.35 vs. CBVZX (5.22).
| CBVZX | FTCWX | CBVZX / FTCWX | |
| Total Expense Ratio | 0.69 | 1.52 | 45% |
| Annual Report Gross Expense Ratio | 0.69 | 1.52 | 45% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 6.440 | 4.845 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 151M | 5.49B | 3% |
| Annual Yield % from dividends | 3.40 | 2.23 | 153% |
| Returns for 1 year | 8.16 | 6.58 | 124% |
| Returns for 3 years | 16.88 | 10.15 | 166% |
| Returns for 5 years | 5.22 | 7.35 | 71% |
| Returns for 10 years | 22.02 | 16.83 | 131% |
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