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CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
CBVZX vs VASIX Comparison Chart in %
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CBVZX vs. VASIX commentary
Jun 24, 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: 4.07B 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 : 10.52 vs. VASIX (7.54). CBVZX return over 5 years is better than : 7.25 vs. VASIX (4.93).
| 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 | 3.580 | 2.884 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 4.07B | 4% |
| Annual Yield % from dividends | 3.47 | 3.48 | 99% |
| Returns for 1 year | 10.52 | 7.54 | 140% |
| Returns for 3 years | 27.05 | 18.58 | 146% |
| Returns for 5 years | 7.25 | 4.93 | 147% |
| Returns for 10 years | 31.45 | 33.68 | 93% |
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