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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.75
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets154.09M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.36
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets586.42M
CBVZX vs PACAX Comparison Chart in %
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CBVZX vs. PACAX commentary
Oct 09, 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: 586M vs. CBVZX (154M). CBVZX pays higher dividends than PACAX: CBVZX (3.33) vs PACAX (3.15). 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 : 7.95 vs. PACAX (6.69). PACAX return over 5 years is better than : 11.43 vs. CBVZX (7.94).
| 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 | 9.419 | 9.251 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 586M | 26% |
| Annual Yield % from dividends | 3.33 | 3.15 | 106% |
| Returns for 1 year | 7.95 | 6.69 | 119% |
| Returns for 3 years | 29.90 | 28.78 | 104% |
| Returns for 5 years | 7.94 | 11.43 | 69% |
| Returns for 10 years | 26.88 | 29.08 | 92% |
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