Ad is loading...
CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
Columbia Capital Allocation Cnsrv Inst
Price$9.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets153.23M
Fidelity Advisor Asset Manager 20% C
Price$13.58
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets5.64B
CBVZX vs FTCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBVZX vs. FTCWX commentary
Feb 24, 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 StrongBuy.
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 : 7.53 vs. FTCWX (5.68). FTCWX return over 5 years is better than : 5.80 vs. CBVZX (1.97).
| 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 | 1.862 | 1.531 | 122% |
| 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 | 7.53 | 5.68 | 133% |
| Returns for 3 years | 3.23 | 2.24 | 144% |
| Returns for 5 years | 1.97 | 5.80 | 34% |
| Returns for 10 years | 14.37 | 11.93 | 120% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HJIGX | 13.24 | -0.09 | -0.68% |
| Hardman Johnston Intl Gr Fd Instl Shr | |||
| NAPIX | 61.67 | -0.57 | -0.92% |
| Voya Multi-Manager International Sm Cp I | |||
| VIMCX | 59.10 | -0.83 | -1.38% |
| Virtus KAR Mid-Cap Core I | |||
| KLGNX | 47.67 | -1.16 | -2.38% |
| NYLI WMC Growth Investor Class | |||
| FAGAX | 182.96 | -5.61 | -2.98% |
| Fidelity Advisor Growth Opps A | |||