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CFCRX vs VBIAX
CFCRX vs VBIAX Comparison
Open Charts CFCRX vs VBIAX
Columbia Flexible Capital Income Adv
Price$14.17
Change-$0.19 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$49.86
Change-$0.09 (-0.18%)
VolumeN/A
CapitalizationN/A
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CFCRX vs VBIAX Comparison Chart
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CFCRX vs. VBIAX commentary
Sep 21, 2024
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 CFCRX is a StrongBuy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.3B vs. CFCRX (1.26B). CFCRX pays higher dividends than VBIAX: CFCRX (5.40) vs VBIAX (1.98). CFCRX was incepted earlier than VBIAX: CFCRX (12 years) vs VBIAX (24 years). CFCRX is a more actively managed with annual turnover of: 44.00 vs. VBIAX (19.00). CFCRX has a lower initial minimum investment than VBIAX: CFCRX (2000) vs VBIAX (3000). VBIAX annual gain was more profitable for investors over the last year : 20.27 vs. CFCRX (18.11). VBIAX return over 5 years is better than : 38.84 vs. CFCRX (34.77).
| CFCRX | VBIAX | CFCRX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 11.292 | 12.570 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 57.3B | 2% |
| Annual Yield % from dividends | 5.40 | 1.98 | 272% |
| Returns for 1 year | 18.11 | 20.27 | 89% |
| Returns for 3 years | 6.26 | 7.19 | 87% |
| Returns for 5 years | 34.77 | 38.84 | 90% |
| Returns for 10 years | 69.66 | 91.52 | 76% |