CBVZX
Price
$9.26
Change
-$0.02 (-0.22%)
Updated
Mar 10 closing price
Net Assets
151.54M
PACAX
Price
$10.63
Change
-$0.07 (-0.65%)
Updated
Mar 10 closing price
Net Assets
573.74M
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CBVZX vs PACAX

Header iconCBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAXBanner chart's image
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.

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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).
CBVZXPACAXCBVZX / PACAX
Total Expense Ratio0.711.0071%
Annual Report Gross Expense Ratio0.711.0071%
Fund Existence14 years31 years-
Gain YTD1.6431.071153%
Front LoadN/A6%-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets152M574M26%
Annual Yield % from dividends3.472.93118%
Returns for 1 year5.655.31106%
Returns for 3 years4.605.9877%
Returns for 5 years2.448.2830%
Returns for 10 years15.3618.5383%
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