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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.35
Change-$0.05 (-0.53%)
VolumeN/A
Net Assets149.4M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.80
Change-$0.07 (-0.64%)
VolumeN/A
Net Assets563.09M
CBVZX vs PACAX Comparison Chart
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CBVZX vs. PACAX commentary
Jun 16, 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 PACAX is a Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 563M vs. CBVZX (149M). CBVZX pays higher dividends than PACAX: CBVZX (3.49) vs PACAX (3.25). CBVZX was incepted earlier than PACAX: CBVZX (15 years) vs PACAX (31 years). PACAX (1.00) is less costly to investors than CBVZX (0.71). PACAX is a more actively managed with annual turnover of: 372.00 vs. CBVZX (7.00). PACAX has a lower initial minimum investment than CBVZX: PACAX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 5.84 vs. PACAX (4.51). PACAX return over 5 years is better than : 9.81 vs. CBVZX (4.57).
| CBVZX | PACAX | CBVZX / PACAX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.71 | 1.00 | 71% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 3.298 | 2.965 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 563M | 26% |
| Annual Yield % from dividends | 3.49 | 3.25 | 107% |
| Returns for 1 year | 5.84 | 4.51 | 130% |
| Returns for 3 years | 16.13 | 18.77 | 86% |
| Returns for 5 years | 4.57 | 9.81 | 47% |
| Returns for 10 years | 17.09 | 20.12 | 85% |
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