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CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
Columbia Capital Allocation Cnsrv Inst
Price$9.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets154.23M
Vanguard LifeStrategy Income I
Price$15.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.96B
CBVZX vs VASIX Comparison Chart in %
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CBVZX vs. VASIX commentary
Sep 19, 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.96B vs. CBVZX (154M). VASIX (3.48) and CBVZX (3.34) have matching dividends . CBVZX was incepted earlier than VASIX: CBVZX (15 years) vs VASIX (31 years). CBVZX (0.69) is less costly to investors than VASIX (0.11). CBVZX is a more actively managed with annual turnover of: 7.00 vs. VASIX (5.00). CBVZX has a lower initial minimum investment than VASIX: CBVZX (2000) vs VASIX (3000). CBVZX annual gain was more profitable for investors over the last year : 6.79 vs. VASIX (3.69). CBVZX return over 5 years is better than : 8.49 vs. VASIX (5.20).
| CBVZX | VASIX | CBVZX / VASIX | |
| Total Expense Ratio | 0.69 | 0.11 | 627% |
| Annual Report Gross Expense Ratio | 0.69 | 0.11 | 627% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 9.227 | 7.771 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 3.96B | 4% |
| Annual Yield % from dividends | 3.34 | 3.48 | 96% |
| Returns for 1 year | 6.79 | 3.69 | 184% |
| Returns for 3 years | 25.36 | 18.52 | 137% |
| Returns for 5 years | 8.49 | 5.20 | 163% |
| Returns for 10 years | 27.39 | 33.75 | 81% |
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