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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.17
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets152.77M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.69
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets578.45M
CBVZX vs PACAX Comparison Chart
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CBVZX vs. PACAX commentary
Jan 19, 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: 578M vs. CBVZX (153M). 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 : 9.19 vs. CBVZX (6.98). PACAX return over 5 years is better than : 7.75 vs. CBVZX (1.62).
| CBVZX | PACAX | CBVZX / PACAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 0.438 | 0.772 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 578M | 26% |
| Annual Yield % from dividends | 3.53 | 2.18 | 161% |
| Returns for 1 year | 6.98 | 9.19 | 76% |
| Returns for 3 years | -0.63 | 1.12 | -56% |
| Returns for 5 years | 1.62 | 7.75 | 21% |
| Returns for 10 years | 14.79 | 19.19 | 77% |
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