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CFIZX vs VBIAX
CFIZX vs VBIAX Comparison
Open Charts CFIZX vs VBIAX
Columbia Flexible Capital Income Inst
Price$13.81
Change-$0.25 (-1.78%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.06
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
CFIZX vs VBIAX Comparison Chart
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CFIZX vs. VBIAX 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 VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. CFIZX (1.24B). CFIZX pays higher dividends than VBIAX: CFIZX (5.46) vs VBIAX (1.98). CFIZX was incepted earlier than VBIAX: CFIZX (13 years) vs VBIAX (24 years). CFIZX is a more actively managed with annual turnover of: 44.00 vs. VBIAX (19.00). CFIZX has a lower initial minimum investment than VBIAX: CFIZX (2000) vs VBIAX (3000). CFIZX (14.47) and VBIAX (14.26) have marching annual gain over last year. VBIAX return over 5 years is better than : 36.75 vs. CFIZX (31.52).
| CFIZX | VBIAX | CFIZX / VBIAX | |
| 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 | 15.911 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 59.3B | 2% |
| Annual Yield % from dividends | 5.46 | 1.98 | 276% |
| Returns for 1 year | 14.47 | 14.26 | 101% |
| Returns for 3 years | 9.15 | 7.81 | 117% |
| Returns for 5 years | 31.52 | 36.75 | 86% |
| Returns for 10 years | 76.05 | 90.21 | 84% |
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