CBVZX
Price
$9.44
Change
+$0.01 (+0.11%)
Updated
Jul 10 closing price
Net Assets
151.27M
PACAX
Price
$11.03
Change
-$0.00 (-0.00%)
Updated
Jul 10 closing price
Net Assets
571.72M
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CBVZX vs PACAX

Header iconCBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAXBanner chart's image
Columbia Capital Allocation Cnsrv Inst
Price$9.44
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets151.27M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets571.72M
CBVZX vs PACAX Comparison Chart in %
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CBVZX vs. PACAX commentary
Jul 11, 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.

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FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 572M vs. CBVZX (151M). CBVZX pays higher dividends than PACAX: CBVZX (3.41) vs PACAX (2.98). CBVZX was incepted earlier than PACAX: CBVZX (15 years) vs PACAX (31 years). PACAX (1.00) is less costly to investors than CBVZX (0.69). 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 : 6.57 vs. PACAX (5.72). PACAX return over 5 years is better than : 9.94 vs. CBVZX (6.03).
CBVZXPACAXCBVZX / PACAX
Total Expense Ratio0.691.0069%
Annual Report Gross Expense Ratio0.691.0069%
Fund Existence15 years31 years-
Gain YTD5.1035.15799%
Front LoadN/A6%-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets151M572M26%
Annual Yield % from dividends3.412.98115%
Returns for 1 year6.575.72115%
Returns for 3 years18.8418.83100%
Returns for 5 years6.039.9461%
Returns for 10 years20.6122.8390%
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