CBVZX
Price
$9.33
Change
-$0.01 (-0.11%)
Updated
Dec 17 closing price
PACAX
Price
$11.06
Change
-$0.03 (-0.27%)
Updated
Dec 17 closing price
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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$9.33
Change-$0.01 (-0.11%)
VolumeN/A
CapitalizationN/A
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.06
Change-$0.03 (-0.27%)
VolumeN/A
CapitalizationN/A
CBVZX vs PACAX Comparison Chart
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CBVZX vs. PACAX commentary
Dec 19, 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 StrongBuy.

FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 579M vs. CBVZX (156M). 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 : 12.14 vs. CBVZX (7.84). PACAX return over 5 years is better than : 11.94 vs. CBVZX (2.74).
CBVZXPACAXCBVZX / PACAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years31 years-
Gain YTD6.89211.15062%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets156M579M27%
Annual Yield % from dividends3.532.18161%
Returns for 1 year7.8412.1465%
Returns for 3 years-3.311.77-187%
Returns for 5 years2.7411.9423%
Returns for 10 years13.4222.7559%
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