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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.26
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets151.54M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.63
Change-$0.07 (-0.65%)
VolumeN/A
Net Assets573.74M
CBVZX vs PACAX Comparison Chart
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CBVZX vs. PACAX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 574M vs. CBVZX (152M). CBVZX pays higher dividends than PACAX: CBVZX (3.47) vs PACAX (2.93). CBVZX was incepted earlier than PACAX: CBVZX (14 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 : 5.65 vs. PACAX (5.31). PACAX return over 5 years is better than : 8.28 vs. CBVZX (2.44).
| CBVZX | PACAX | CBVZX / PACAX | |
| Total Expense Ratio | 0.71 | 1.00 | 71% |
| Annual Report Gross Expense Ratio | 0.71 | 1.00 | 71% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 1.643 | 1.071 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 574M | 26% |
| Annual Yield % from dividends | 3.47 | 2.93 | 118% |
| Returns for 1 year | 5.65 | 5.31 | 106% |
| Returns for 3 years | 4.60 | 5.98 | 77% |
| Returns for 5 years | 2.44 | 8.28 | 30% |
| Returns for 10 years | 15.36 | 18.53 | 83% |
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