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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets148.27M
Putnam Dynamic Asset Allocation Cnsrv A
Price$10.65
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets561.97M
CBVZX vs PACAX Comparison Chart
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CBVZX vs. PACAX commentary
May 24, 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: 562M vs. CBVZX (148M). CBVZX (3.52) 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 (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 : 5.64 vs. PACAX (4.72). PACAX return over 5 years is better than : 9.99 vs. CBVZX (4.73).
| 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 | 1.641 | 1.439 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 562M | 26% |
| Annual Yield % from dividends | 3.52 | 3.51 | 100% |
| Returns for 1 year | 5.64 | 4.72 | 119% |
| Returns for 3 years | 9.93 | 12.09 | 82% |
| Returns for 5 years | 4.73 | 9.99 | 47% |
| Returns for 10 years | 14.31 | 17.36 | 82% |
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