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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets146.8M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.28
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets548.77M
CBVZX vs PACAX Comparison Chart
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CBVZX vs. PACAX commentary
Apr 12, 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: 549M vs. CBVZX (147M). CBVZX (3.53) and PACAX (3.51) have matching dividends . CBVZX was incepted earlier than PACAX: CBVZX (15 years) vs PACAX (31 years). PACAX (1.00) is less costly to investors than CBVZX (0.71). PACAX is a more actively managed with annual turnover of: 372.00 vs. CBVZX (17.00). 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 : 4.39 vs. PACAX (2.26). PACAX return over 5 years is better than : 8.13 vs. CBVZX (4.92).
| CBVZX | PACAX | CBVZX / PACAX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.71 | 1.00 | 71% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | -0.900 | -2.582 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 549M | 27% |
| Annual Yield % from dividends | 3.53 | 3.51 | 101% |
| Returns for 1 year | 4.39 | 2.26 | 194% |
| Returns for 3 years | 3.58 | 3.27 | 110% |
| Returns for 5 years | 4.92 | 8.13 | 61% |
| Returns for 10 years | 10.80 | 12.12 | 89% |
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