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CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
Columbia Capital Allocation Cnsrv Inst
Price$9.17
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets152.77M
Vanguard LifeStrategy Income I
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets3.91B
CBVZX vs VASIX Comparison Chart
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CBVZX vs. VASIX commentary
Jan 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: 3.91B vs. CBVZX (153M). 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 : 6.98 vs. VASIX (3.51). VASIX return over 5 years is better than : 1.98 vs. CBVZX (1.62).
| 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 | 0.438 | 0.200 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 3.91B | 4% |
| Annual Yield % from dividends | 3.53 | 3.30 | 107% |
| Returns for 1 year | 6.98 | 3.51 | 199% |
| Returns for 3 years | -0.63 | -2.60 | 24% |
| Returns for 5 years | 1.62 | 1.98 | 82% |
| Returns for 10 years | 14.79 | 22.60 | 65% |
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