Interact to see
Advertisement
Advertisement
CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.44
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets151.27M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets571.72M
CBVZX vs PACAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBVZX vs. PACAX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 572M vs. CBVZX (151M). CBVZX pays higher dividends than PACAX: CBVZX (3.41) vs PACAX (2.98). CBVZX was incepted earlier than PACAX: CBVZX (15 years) vs PACAX (31 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 : 6.57 vs. PACAX (5.72). PACAX return over 5 years is better than : 9.94 vs. CBVZX (6.03).
| 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 | 31 years | - |
| Gain YTD | 5.103 | 5.157 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 572M | 26% |
| Annual Yield % from dividends | 3.41 | 2.98 | 115% |
| Returns for 1 year | 6.57 | 5.72 | 115% |
| Returns for 3 years | 18.84 | 18.83 | 100% |
| Returns for 5 years | 6.03 | 9.94 | 61% |
| Returns for 10 years | 20.61 | 22.83 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HDG | 49.97 | 0.07 | +0.13% |
| ProShares Hedge Replication | |||
| ACVF | 47.68 | 0.06 | +0.13% |
| American Conservative Values ETF | |||
| FNDC | 42.59 | 0.04 | +0.09% |
| Schwab Fundamental International SmEqETF | |||
| CPNQ | 25.53 | N/A | N/A |
| Calamos Nasdaq-100 Str Alt Prt ETF-Dec | |||
| NQP | 11.11 | -0.01 | -0.09% |
| Nuveen Pennsylvania Quality Municipal Income Fund | |||