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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-$0.00 (-0.00%)
VolumeN/A
Net Assets148.27M
Vanguard LifeStrategy Income I
Price$15.23
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets3.89B
CBVZX vs VASIX Comparison Chart
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CBVZX vs. VASIX commentary
May 24, 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: 3.89B vs. CBVZX (148M). VASIX (3.63) and CBVZX (3.52) have matching dividends . CBVZX was incepted earlier than VASIX: CBVZX (15 years) vs VASIX (31 years). CBVZX (0.71) 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 : 5.64 vs. VASIX (3.05). CBVZX return over 5 years is better than : 4.73 vs. VASIX (3.80).
| CBVZX | VASIX | CBVZX / VASIX | |
| Total Expense Ratio | 0.71 | 0.11 | 645% |
| Annual Report Gross Expense Ratio | 0.71 | 0.11 | 645% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 1.641 | 1.838 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 3.89B | 4% |
| Annual Yield % from dividends | 3.52 | 3.63 | 97% |
| Returns for 1 year | 5.64 | 3.05 | 185% |
| Returns for 3 years | 9.93 | 7.99 | 124% |
| Returns for 5 years | 4.73 | 3.80 | 124% |
| Returns for 10 years | 14.31 | 24.07 | 59% |
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