Interact to see
Advertisement
Advertisement
CBVZX vs PFIJX
CBVZX vs PFIJX Comparison
Open Charts CBVZX vs PFIJX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| CBVZX | PFIJX | CBVZX / PFIJX | |
| Total Expense Ratio | 0.69 | 0.85 | 81% |
| Annual Report Gross Expense Ratio | 0.69 | 0.85 | 81% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 5.103 | 4.786 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 2.24B | 7% |
| Annual Yield % from dividends | 3.41 | 2.93 | 116% |
| Returns for 1 year | 6.57 | 7.13 | 92% |
| Returns for 3 years | 18.84 | 20.33 | 93% |
| Returns for 5 years | 6.03 | 14.74 | 41% |
| Returns for 10 years | 20.61 | 29.95 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement