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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
Jul 14, 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: 844M vs. CBVZX (149M). CBVZX pays higher dividends than PACAX: CBVZX (3.47) vs PACAX (3.03). CBVZX was incepted earlier than PACAX: CBVZX (16 years) vs PACAX (32 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 : 9.44 vs. PACAX (8.86). CBVZX return over 5 years is better than : 9.62 vs. PACAX (9.15).
| 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 | 32 years | - |
| Gain YTD | 3.483 | 3.962 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 844M | 18% |
| Annual Yield % from dividends | 3.47 | 3.03 | 115% |
| Returns for 1 year | 9.44 | 8.86 | 107% |
| Returns for 3 years | 25.86 | 28.88 | 90% |
| Returns for 5 years | 9.62 | 9.15 | 105% |
| Returns for 10 years | 30.07 | 37.52 | 80% |
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