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CBVZX vs PFIJX
CBVZX vs PFIJX Comparison
Open Charts CBVZX vs PFIJX
Columbia Capital Allocation Cnsrv Inst
Price$9.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets148.27M
Principal SAM Flexible Income J
Price$11.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.22B
CBVZX vs PFIJX Comparison Chart
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CBVZX vs. PFIJX commentary
May 24, 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: 2.22B vs. CBVZX (148M). CBVZX pays higher dividends than PFIJX: CBVZX (3.52) vs PFIJX (3.01). CBVZX was incepted earlier than PFIJX: CBVZX (15 years) vs PFIJX (18 years). PFIJX (0.85) is less costly to investors than CBVZX (0.71). 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). CBVZX (5.64) and PFIJX (5.61) have marching annual gain over last year. PFIJX return over 5 years is better than : 14.93 vs. CBVZX (4.73).
| CBVZX | PFIJX | CBVZX / PFIJX | |
| Total Expense Ratio | 0.71 | 0.85 | 84% |
| Annual Report Gross Expense Ratio | 0.71 | 0.85 | 84% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 1.641 | 1.460 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 2.22B | 7% |
| Annual Yield % from dividends | 3.52 | 3.01 | 117% |
| Returns for 1 year | 5.64 | 5.61 | 101% |
| Returns for 3 years | 9.93 | 13.53 | 73% |
| Returns for 5 years | 4.73 | 14.93 | 32% |
| Returns for 10 years | 14.31 | 24.52 | 58% |
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