CBVZX
Price
$9.44
Change
+$0.01 (+0.11%)
Updated
Jul 10 closing price
Net Assets
151.27M
PFIJX
Price
$12.33
Change
-$0.00 (-0.00%)
Updated
Jul 10 closing price
Net Assets
2.24B
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CBVZX vs PFIJX

Header iconCBVZX vs PFIJX Comparison
Open Charts CBVZX vs PFIJXBanner chart's image
Columbia Capital Allocation Cnsrv Inst
Price$9.44
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets151.27M
Principal SAM Flexible Income J
Price$12.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.24B
CBVZX vs PFIJX Comparison Chart in %
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CBVZX vs. PFIJX commentary
Jul 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 PFIJX is a Hold.

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FUNDAMENTALS
Fundamentals
PFIJX has more cash in the bank: 2.24B vs. CBVZX (151M). CBVZX pays higher dividends than PFIJX: CBVZX (3.41) vs PFIJX (2.93). CBVZX was incepted earlier than PFIJX: CBVZX (15 years) vs PFIJX (18 years). PFIJX (0.85) is less costly to investors than CBVZX (0.69). PFIJX is a more actively managed with annual turnover of: 19.80 vs. CBVZX (7.00). PFIJX has a lower initial minimum investment than CBVZX: PFIJX (1000) vs CBVZX (2000). PFIJX annual gain was more profitable for investors over the last year : 7.13 vs. CBVZX (6.57). PFIJX return over 5 years is better than : 14.74 vs. CBVZX (6.03).
CBVZXPFIJXCBVZX / PFIJX
Total Expense Ratio0.690.8581%
Annual Report Gross Expense Ratio0.690.8581%
Fund Existence15 years18 years-
Gain YTD5.1034.786107%
Front LoadN/AN/A-
Min. Initial Investment20001000200%
Min. Initial Investment IRAN/AN/A-
Net Assets151M2.24B7%
Annual Yield % from dividends3.412.93116%
Returns for 1 year6.577.1392%
Returns for 3 years18.8420.3393%
Returns for 5 years6.0314.7441%
Returns for 10 years20.6129.9569%
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