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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.54
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets151.23M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.03
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets570.86M
CBVZX vs PACAX Comparison Chart in %
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CBVZX vs. PACAX commentary
Aug 08, 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: 571M vs. CBVZX (151M). PACAX pays higher dividends than CBVZX: PACAX (3.66) vs CBVZX (3.40). 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 : 8.16 vs. PACAX (7.62). PACAX return over 5 years is better than : 8.66 vs. CBVZX (5.22).
| 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 | 6.440 | 6.173 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 571M | 26% |
| Annual Yield % from dividends | 3.40 | 3.66 | 93% |
| Returns for 1 year | 8.16 | 7.62 | 107% |
| Returns for 3 years | 16.88 | 16.33 | 103% |
| Returns for 5 years | 5.22 | 8.66 | 60% |
| Returns for 10 years | 22.02 | 23.38 | 94% |
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