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CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
Columbia Capital Allocation Cnsrv Inst
Price$9.63
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets151.61M
Fidelity Advisor Asset Manager 20% C
Price$13.97
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.49B
CBVZX vs FTCWX Comparison Chart in %
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CBVZX vs. FTCWX commentary
Aug 30, 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 (152M). 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 : 6.50 vs. FTCWX (5.05). FTCWX return over 5 years is better than : 8.05 vs. CBVZX (6.02).
| 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 | 7.555 | 5.751 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 152M | 5.49B | 3% |
| Annual Yield % from dividends | 3.40 | 2.23 | 153% |
| Returns for 1 year | 6.50 | 5.05 | 129% |
| Returns for 3 years | 20.78 | 12.95 | 161% |
| Returns for 5 years | 6.02 | 8.05 | 75% |
| Returns for 10 years | 26.21 | 20.21 | 130% |
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