Ad is loading...
CFIZX vs VBIAX
CFIZX vs VBIAX Comparison
Open Charts CFIZX vs VBIAX
Columbia Flexible Capital Income Inst
Price$13.51
Change-$0.41 (-2.95%)
VolumeN/A
Net Assets1.22B
Vanguard Balanced Index Adm
Price$45.72
Change-$1.31 (-2.79%)
VolumeN/A
Net Assets58.22B
CFIZX vs VBIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFIZX vs. VBIAX commentary
Apr 04, 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 Buy and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.2B vs. CFIZX (1.22B). CFIZX pays higher dividends than VBIAX: CFIZX (5.12) vs VBIAX (2.21). CFIZX was incepted earlier than VBIAX: CFIZX (14 years) vs VBIAX (24 years). CFIZX (0.89) is less costly to investors than VBIAX (0.07). CFIZX is a more actively managed with annual turnover of: 36.00 vs. VBIAX (19.00). CFIZX has a lower initial minimum investment than VBIAX: CFIZX (2000) vs VBIAX (3000). CFIZX annual gain was more profitable for investors over the last year : 10.07 vs. VBIAX (3.03). CFIZX return over 5 years is better than : 73.24 vs. VBIAX (47.55).
| CFIZX | VBIAX | CFIZX / VBIAX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 0.89 | 0.07 | 1,271% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.464 | -2.611 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 58.2B | 2% |
| Annual Yield % from dividends | 5.12 | 2.21 | 232% |
| Returns for 1 year | 10.07 | 3.03 | 332% |
| Returns for 3 years | 7.38 | 5.53 | 133% |
| Returns for 5 years | 73.24 | 47.55 | 154% |
| Returns for 10 years | 71.23 | 72.92 | 98% |
View a ticker or compare two or three
VS
VS
Ad is loading...