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CBVZX vs PACAX
CBVZX vs PACAX Comparison
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CBVZX vs PACAX Comparison Chart in %
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CBVZX vs. PACAX commentary
Aug 25, 2026
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.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 850M vs. CBVZX (147M). CBVZX pays higher dividends than PACAX: CBVZX (3.50) vs PACAX (2.74). CBVZX was incepted earlier than PACAX: CBVZX (16 years) vs PACAX (33 years). PACAX (0.96) is less costly to investors than CBVZX (0.71). PACAX is a more actively managed with annual turnover of: 243.00 vs. CBVZX (31.00). 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 : 8.38 vs. PACAX (7.76). CBVZX return over 5 years is better than : 9.76 vs. PACAX (8.80).
| CBVZX | PACAX | CBVZX / PACAX | |
| Total Expense Ratio | 0.70 | 0.96 | 73% |
| Annual Report Gross Expense Ratio | 0.71 | 0.96 | 74% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 4.004 | 4.378 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 850M | 17% |
| Annual Yield % from dividends | 3.50 | 2.74 | 128% |
| Returns for 1 year | 8.38 | 7.76 | 108% |
| Returns for 3 years | 29.44 | 32.43 | 91% |
| Returns for 5 years | 9.76 | 8.80 | 111% |
| Returns for 10 years | 29.54 | 36.71 | 80% |
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