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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets152.91M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.20
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets592.96M
CBVZX vs PACAX Comparison Chart in %
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CBVZX vs. PACAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 593M vs. CBVZX (153M). PACAX pays higher dividends than CBVZX: PACAX (4.02) vs CBVZX (3.29). CBVZX was incepted earlier than PACAX: CBVZX (15 years) vs PACAX (32 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 : 8.65 vs. PACAX (6.47). PACAX return over 5 years is better than : 9.60 vs. CBVZX (6.51).
| CBVZX | PACAX | CBVZX / PACAX | |
| Total Expense Ratio | 0.69 | 1.00 | 69% |
| Annual Report Gross Expense Ratio | 0.69 | 1.00 | 69% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 9.307 | 8.864 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 593M | 26% |
| Annual Yield % from dividends | 3.29 | 4.02 | 82% |
| Returns for 1 year | 8.65 | 6.47 | 134% |
| Returns for 3 years | 26.42 | 24.69 | 107% |
| Returns for 5 years | 6.51 | 9.60 | 68% |
| Returns for 10 years | 26.36 | 27.52 | 96% |
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