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CFXRX vs VBAIX
CFXRX vs VBAIX Comparison
Open Charts CFXRX vs VBAIX
Columbia Flexible Capital Income Inst2
Price$14.16
Change-$0.15 (-1.05%)
VolumeN/A
Net Assets1.21B
Vanguard Balanced Index I
Price$48.75
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets56.6B
CFXRX vs VBAIX Comparison Chart in %
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CFXRX vs. VBAIX commentary
Jun 21, 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 CFXRX is a Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 56.6B vs. CFXRX (1.21B). CFXRX pays higher dividends than VBAIX: CFXRX (5.07) vs VBAIX (2.15). CFXRX was incepted earlier than VBAIX: CFXRX (13 years) vs VBAIX (25 years). CFXRX (0.86) is less costly to investors than VBAIX (0.06). CFXRX is a more actively managed with annual turnover of: 36.00 vs. VBAIX (22.00). CFXRX has a lower initial minimum investment than VBAIX: CFXRX (0) vs VBAIX (5000000). CFXRX annual gain was more profitable for investors over the last year : 11.25 vs. VBAIX (3.60). CFXRX return over 5 years is better than : 45.94 vs. VBAIX (30.93).
| CFXRX | VBAIX | CFXRX / VBAIX | |
| Total Expense Ratio | 0.86 | 0.06 | 1,433% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 3.254 | 1.035 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 56.6B | 2% |
| Annual Yield % from dividends | 5.07 | 2.15 | 236% |
| Returns for 1 year | 11.25 | 3.60 | 312% |
| Returns for 3 years | 25.44 | 26.71 | 95% |
| Returns for 5 years | 45.94 | 30.93 | 149% |
| Returns for 10 years | 74.55 | 79.03 | 94% |
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