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CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
Columbia Capital Allocation Cnsrv Inst
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets146.8M
Fidelity Advisor Asset Manager 20% C
Price$13.18
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets5.41B
CBVZX vs FTCWX Comparison Chart
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CBVZX vs. FTCWX commentary
Apr 12, 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: 5.41B vs. CBVZX (147M). CBVZX pays higher dividends than FTCWX: CBVZX (3.53) vs FTCWX (2.31). CBVZX was incepted earlier than FTCWX: CBVZX (15 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than CBVZX (0.71). 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 : 4.39 vs. FTCWX (2.32). FTCWX return over 5 years is better than : 8.24 vs. CBVZX (4.92).
| CBVZX | FTCWX | CBVZX / FTCWX | |
| Total Expense Ratio | 0.71 | 1.52 | 47% |
| Annual Report Gross Expense Ratio | 0.71 | 1.52 | 47% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | -0.900 | -1.481 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 147M | 5.41B | 3% |
| Annual Yield % from dividends | 3.53 | 2.31 | 153% |
| Returns for 1 year | 4.39 | 2.32 | 190% |
| Returns for 3 years | 3.58 | 1.21 | 297% |
| Returns for 5 years | 4.92 | 8.24 | 60% |
| Returns for 10 years | 10.80 | 7.93 | 136% |
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