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CBVZX vs VASIX
CBVZX vs VASIX Comparison
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CBVZX vs VASIX Comparison Chart in %
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CBVZX vs. VASIX commentary
Aug 03, 2026
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: 4.05B vs. CBVZX (147M). VASIX (3.52) and CBVZX (3.50) have matching dividends . CBVZX was incepted earlier than VASIX: CBVZX (16 years) vs VASIX (32 years). CBVZX (0.71) is less costly to investors than VASIX (0.10). CBVZX is a more actively managed with annual turnover of: 31.00 vs. VASIX (8.00). 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 : 7.98 vs. VASIX (5.34). CBVZX return over 5 years is better than : 8.45 vs. VASIX (2.66).
| CBVZX | VASIX | CBVZX / VASIX | |
| Total Expense Ratio | 0.70 | 0.10 | 700% |
| Annual Report Gross Expense Ratio | 0.71 | 0.10 | 710% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 2.858 | 1.910 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 4.05B | 4% |
| Annual Yield % from dividends | 3.50 | 3.52 | 99% |
| Returns for 1 year | 7.98 | 5.34 | 149% |
| Returns for 3 years | 25.39 | 17.07 | 149% |
| Returns for 5 years | 8.45 | 2.66 | 317% |
| Returns for 10 years | 29.15 | 29.73 | 98% |
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