Ad is loading...
CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
Columbia Capital Allocation Cnsrv Inst
Price$8.99
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets146.8M
Vanguard LifeStrategy Income I
Price$14.88
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets3.88B
CBVZX vs VASIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBVZX vs. VASIX commentary
Apr 12, 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: 3.88B vs. CBVZX (147M). VASIX (3.66) and CBVZX (3.53) 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: 17.00 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 : 4.39 vs. VASIX (1.88). CBVZX return over 5 years is better than : 4.92 vs. VASIX (3.51).
| 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 | -0.900 | -0.574 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 3.88B | 4% |
| Annual Yield % from dividends | 3.53 | 3.66 | 97% |
| Returns for 1 year | 4.39 | 1.88 | 234% |
| Returns for 3 years | 3.58 | 2.46 | 145% |
| Returns for 5 years | 4.92 | 3.51 | 140% |
| Returns for 10 years | 10.80 | 19.86 | 54% |
View a ticker or compare two or three
VS
VS
Ad is loading...