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CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
Columbia Capital Allocation Cnsrv Inst
Price$9.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets152.91M
Vanguard LifeStrategy Income I
Price$15.88
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.07B
CBVZX vs VASIX Comparison Chart in %
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CBVZX vs. VASIX commentary
Nov 20, 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: 4.07B vs. CBVZX (153M). VASIX pays higher dividends than CBVZX: VASIX (3.46) vs CBVZX (3.29). 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 : 8.65 vs. VASIX (5.22). CBVZX return over 5 years is better than : 6.51 vs. VASIX (3.39).
| 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 | 9.307 | 7.979 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 4.07B | 4% |
| Annual Yield % from dividends | 3.29 | 3.46 | 95% |
| Returns for 1 year | 8.65 | 5.22 | 166% |
| Returns for 3 years | 26.42 | 19.08 | 138% |
| Returns for 5 years | 6.51 | 3.39 | 192% |
| Returns for 10 years | 26.36 | 32.56 | 81% |
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