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CFIZX vs VBAIX
CFIZX vs VBAIX Comparison
Open Charts CFIZX vs VBAIX
Columbia Flexible Capital Income Inst
Price$14.37
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets1.26B
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
CFIZX vs VBAIX Comparison Chart
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CFIZX vs. VBAIX commentary
Feb 24, 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 CFIZX is a StrongBuy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.5B vs. CFIZX (1.26B). CFIZX pays higher dividends than VBAIX: CFIZX (5.46) vs VBAIX (1.99). CFIZX was incepted earlier than VBAIX: CFIZX (14 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 annual gain was more profitable for investors over the last year : 15.47 vs. VBAIX (9.08). CFIZX return over 5 years is better than : 31.78 vs. VBAIX (28.16).
| CFIZX | VBAIX | CFIZX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.755 | 1.877 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 58.5B | 2% |
| Annual Yield % from dividends | 5.46 | 1.99 | 274% |
| Returns for 1 year | 15.47 | 9.08 | 170% |
| Returns for 3 years | 12.83 | 12.93 | 99% |
| Returns for 5 years | 31.78 | 28.16 | 113% |
| Returns for 10 years | 73.43 | 80.12 | 92% |
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