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CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
Columbia Capital Allocation Cnsrv Inst
Price$9.22
Change-$0.11 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard LifeStrategy Income I
Price$15.71
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
CBVZX vs VASIX Comparison Chart
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CBVZX vs. VASIX commentary
Dec 19, 2024
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: 4.01B vs. CBVZX (156M). CBVZX pays higher dividends than VASIX: CBVZX (3.53) vs VASIX (3.30). CBVZX was incepted earlier than VASIX: CBVZX (14 years) vs VASIX (30 years). CBVZX is a more actively managed with annual turnover of: 17.00 vs. VASIX (4.00). 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 : 7.84 vs. VASIX (6.07). VASIX return over 5 years is better than : 6.21 vs. CBVZX (2.74).
| CBVZX | VASIX | CBVZX / VASIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 6.892 | 5.426 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 4.01B | 4% |
| Annual Yield % from dividends | 3.53 | 3.30 | 107% |
| Returns for 1 year | 7.84 | 6.07 | 129% |
| Returns for 3 years | -3.31 | -3.52 | 94% |
| Returns for 5 years | 2.74 | 6.21 | 44% |
| Returns for 10 years | 13.42 | 27.39 | 49% |
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