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CBVZX vs FTIWX
CBVZX vs FTIWX Comparison
Open Charts CBVZX vs FTIWX
Columbia Capital Allocation Cnsrv Inst
Price$9.52
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% I
Price$13.92
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
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CBVZX vs FTIWX Comparison Chart
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CBVZX vs. FTIWX 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 FTIWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.33B vs. CBVZX (166M). CBVZX pays higher dividends than FTIWX: CBVZX (3.53) vs FTIWX (3.13). CBVZX was incepted earlier than FTIWX: CBVZX (14 years) vs FTIWX (18 years). FTIWX is a more actively managed with annual turnover of: 28.00 vs. CBVZX (17.00). FTIWX has a lower initial minimum investment than CBVZX: FTIWX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 15.53 vs. FTIWX (12.90). FTIWX return over 5 years is better than : 14.49 vs. CBVZX (5.83).
| CBVZX | FTIWX | CBVZX / FTIWX | |
| 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 | 6.698 | 122% |
| 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 | 3.13 | 113% |
| Returns for 1 year | 15.53 | 12.90 | 120% |
| Returns for 3 years | -2.38 | 1.63 | -146% |
| Returns for 5 years | 5.83 | 14.49 | 40% |
| Returns for 10 years | 15.74 | 22.65 | 69% |
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