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CFIAX vs VBIAX
CFIAX vs VBIAX Comparison
Open Charts CFIAX vs VBIAX
Columbia Flexible Capital Income A
Price$13.19
Change+$0.09 (+0.69%)
VolumeN/A
Net Assets1.14B
Vanguard Balanced Index Adm
Price$44.96
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets55.53B
CFIAX vs VBIAX Comparison Chart
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CFIAX vs. VBIAX commentary
Apr 18, 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 CFIAX is a Hold and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 55.5B vs. CFIAX (1.14B). CFIAX pays higher dividends than VBIAX: CFIAX (4.86) vs VBIAX (2.21). CFIAX was incepted earlier than VBIAX: CFIAX (14 years) vs VBIAX (24 years). CFIAX (1.14) is less costly to investors than VBIAX (0.07). CFIAX is a more actively managed with annual turnover of: 36.00 vs. VBIAX (19.00). CFIAX has a lower initial minimum investment than VBIAX: CFIAX (2000) vs VBIAX (3000). CFIAX annual gain was more profitable for investors over the last year : 7.17 vs. VBIAX (1.38). CFIAX return over 5 years is better than : 44.95 vs. VBIAX (28.16).
| CFIAX | VBIAX | CFIAX / VBIAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.14 | 0.07 | 1,629% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -4.075 | -6.960 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 55.5B | 2% |
| Annual Yield % from dividends | 4.86 | 2.21 | 220% |
| Returns for 1 year | 7.17 | 1.38 | 518% |
| Returns for 3 years | 1.68 | 4.79 | 35% |
| Returns for 5 years | 44.95 | 28.16 | 160% |
| Returns for 10 years | 55.34 | 64.27 | 86% |
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