Interact to see
Advertisement
Advertisement
CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
CBVZX vs VASIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBVZX vs. VASIX commentary
Jul 14, 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 (149M). VASIX (3.48) and CBVZX (3.47) 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 : 9.44 vs. VASIX (6.62). CBVZX return over 5 years is better than : 9.62 vs. VASIX (3.97).
| 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 | 3.483 | 2.617 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 4.05B | 4% |
| Annual Yield % from dividends | 3.47 | 3.48 | 100% |
| Returns for 1 year | 9.44 | 6.62 | 143% |
| Returns for 3 years | 25.86 | 17.56 | 147% |
| Returns for 5 years | 9.62 | 3.97 | 243% |
| Returns for 10 years | 30.07 | 30.89 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DTRE | 42.48 | 0.12 | +0.28% |
| First Trust Alerian Dsrupt Tech RE ETF | |||
| QLV | 77.25 | 0.16 | +0.21% |
| FlexShares US Quality Low Vol ETF | |||
| NETX | 15.61 | N/A | N/A |
| Tradr 2X Long NET Daily ETF | |||
| JCPI | 47.63 | -0.05 | -0.10% |
| JPMorgan Inflation Managed Bond ETF | |||
| ITOT | 164.20 | -1.35 | -0.82% |
| iShares Core S&P Total US Stock Mkt ETF | |||