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CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
Columbia Capital Allocation Cnsrv Inst
Price$9.54
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets151.23M
Vanguard LifeStrategy Income I
Price$15.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.92B
CBVZX vs VASIX Comparison Chart in %
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CBVZX vs. VASIX commentary
Aug 08, 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: 3.92B vs. CBVZX (151M). VASIX (3.53) and CBVZX (3.40) 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 : 8.16 vs. VASIX (4.91). CBVZX return over 5 years is better than : 5.22 vs. VASIX (2.85).
| 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 | 6.440 | 5.679 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 3.92B | 4% |
| Annual Yield % from dividends | 3.40 | 3.53 | 96% |
| Returns for 1 year | 8.16 | 4.91 | 166% |
| Returns for 3 years | 16.88 | 11.03 | 153% |
| Returns for 5 years | 5.22 | 2.85 | 183% |
| Returns for 10 years | 22.02 | 29.40 | 75% |
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