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CBVZX vs FTDWX
CBVZX vs FTDWX Comparison
Open Charts CBVZX vs FTDWX
Columbia Capital Allocation Cnsrv Inst
Price$9.52
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% M
Price$13.85
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
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CBVZX vs FTDWX Comparison Chart
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CBVZX vs. FTDWX commentary
Sep 21, 2024
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 FTDWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.33B vs. CBVZX (166M). CBVZX pays higher dividends than FTDWX: CBVZX (3.53) vs FTDWX (2.67). CBVZX was incepted earlier than FTDWX: CBVZX (14 years) vs FTDWX (18 years). FTDWX is a more actively managed with annual turnover of: 28.00 vs. CBVZX (17.00). FTDWX has a lower initial minimum investment than CBVZX: FTDWX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 15.53 vs. FTDWX (12.30). FTDWX return over 5 years is better than : 11.62 vs. CBVZX (5.83).
| CBVZX | FTDWX | CBVZX / FTDWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 8.204 | 6.304 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 166M | 5.33B | 3% |
| Annual Yield % from dividends | 3.53 | 2.67 | 132% |
| Returns for 1 year | 15.53 | 12.30 | 126% |
| Returns for 3 years | -2.38 | 0.07 | -3,325% |
| Returns for 5 years | 5.83 | 11.62 | 50% |
| Returns for 10 years | 15.74 | 16.33 | 96% |
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