CBVZX
Price
$9.65
Change
+$0.01 (+0.10%)
Updated
Aug 28 closing price
Net Assets
151.61M
PACAX
Price
$11.16
Change
+$0.02 (+0.18%)
Updated
Aug 28 closing price
Net Assets
570.77M
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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$9.65
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets151.61M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.16
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets570.77M
CBVZX vs PACAX Comparison Chart in %
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CBVZX vs. PACAX commentary
Aug 30, 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.

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FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 571M vs. CBVZX (152M). PACAX pays higher dividends than CBVZX: PACAX (3.66) vs CBVZX (3.40). CBVZX was incepted earlier than PACAX: CBVZX (15 years) vs PACAX (32 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 : 6.28 vs. PACAX (5.22). PACAX return over 5 years is better than : 9.12 vs. CBVZX (5.91).
CBVZXPACAXCBVZX / PACAX
Total Expense Ratio0.691.0069%
Annual Report Gross Expense Ratio0.691.0069%
Fund Existence15 years32 years-
Gain YTD7.4437.135104%
Front LoadN/A6%-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets152M571M27%
Annual Yield % from dividends3.403.6693%
Returns for 1 year6.285.22120%
Returns for 3 years20.2519.21105%
Returns for 5 years5.919.1265%
Returns for 10 years25.3127.4992%
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