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CFIZX vs VBAIX
CFIZX vs VBAIX Comparison
Open Charts CFIZX vs VBAIX
Columbia Flexible Capital Income Inst
Price$13.81
Change-$0.25 (-1.78%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.07
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
CFIZX vs VBAIX Comparison Chart
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CFIZX vs. VBAIX commentary
Dec 19, 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 CFIZX is a Hold and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. CFIZX (1.24B). CFIZX pays higher dividends than VBAIX: CFIZX (5.46) vs VBAIX (1.99). CFIZX was incepted earlier than VBAIX: CFIZX (13 years) vs VBAIX (24 years). CFIZX is a more actively managed with annual turnover of: 44.00 vs. VBAIX (19.00). CFIZX has a lower initial minimum investment than VBAIX: CFIZX (2000) vs VBAIX (5000000). CFIZX (14.47) and VBAIX (14.27) have marching annual gain over last year. VBAIX return over 5 years is better than : 36.77 vs. CFIZX (31.52).
| CFIZX | VBAIX | CFIZX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 13.067 | 15.912 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 59.3B | 2% |
| Annual Yield % from dividends | 5.46 | 1.99 | 274% |
| Returns for 1 year | 14.47 | 14.27 | 101% |
| Returns for 3 years | 9.15 | 7.82 | 117% |
| Returns for 5 years | 31.52 | 36.77 | 86% |
| Returns for 10 years | 76.05 | 90.28 | 84% |
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