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CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
Columbia Capital Allocation Cnsrv Inst
Price$9.17
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets152.77M
Fidelity Advisor Asset Manager 20% C
Price$13.46
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets5.64B
CBVZX vs FTCWX Comparison Chart
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CBVZX vs. FTCWX 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 FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.64B vs. CBVZX (153M). 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 : 6.98 vs. FTCWX (5.74). FTCWX return over 5 years is better than : 5.68 vs. CBVZX (1.62).
| 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 | 0.438 | 0.523 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 153M | 5.64B | 3% |
| Annual Yield % from dividends | 3.53 | 2.18 | 161% |
| Returns for 1 year | 6.98 | 5.74 | 122% |
| Returns for 3 years | -0.63 | -0.46 | 136% |
| Returns for 5 years | 1.62 | 5.68 | 29% |
| Returns for 10 years | 14.79 | 12.09 | 122% |
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