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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.23
Change-$0.03 (-0.32%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.92
Change-$0.06 (-0.55%)
VolumeN/A
CapitalizationN/A
CBVZX vs PACAX Comparison Chart
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CBVZX vs. PACAX commentary
Nov 18, 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 PACAX is a Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 572M vs. CBVZX (157M). CBVZX pays higher dividends than PACAX: CBVZX (3.53) vs PACAX (2.18). CBVZX was incepted earlier than PACAX: CBVZX (14 years) vs PACAX (31 years). PACAX is a more actively managed with annual turnover of: 456.00 vs. CBVZX (17.00). PACAX has a lower initial minimum investment than CBVZX: PACAX (0) vs CBVZX (2000). PACAX annual gain was more profitable for investors over the last year : 15.67 vs. CBVZX (11.27). PACAX return over 5 years is better than : 10.79 vs. CBVZX (2.53).
| CBVZX | PACAX | CBVZX / PACAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 5.746 | 9.522 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 572M | 27% |
| Annual Yield % from dividends | 3.53 | 2.18 | 161% |
| Returns for 1 year | 11.27 | 15.67 | 72% |
| Returns for 3 years | -4.70 | -3.36 | 140% |
| Returns for 5 years | 2.53 | 10.79 | 23% |
| Returns for 10 years | 12.42 | 14.60 | 85% |
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