Interact to see
Advertisement
Advertisement
CFXRX vs VBIAX
CFXRX vs VBIAX Comparison
Open Charts CFXRX vs VBIAX
Columbia Flexible Capital Income Inst2
Price$14.60
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets1.23B
Vanguard Balanced Index Adm
Price$50.19
Change+$0.09 (+0.18%)
VolumeN/A
Net Assets58.27B
CFXRX vs VBIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFXRX vs. VBIAX commentary
Jul 11, 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.3B vs. CFXRX (1.24B). CFXRX pays higher dividends than VBIAX: CFXRX (4.91) vs VBIAX (2.09). CFXRX was incepted earlier than VBIAX: CFXRX (13 years) vs VBIAX (25 years). CFXRX (0.86) is less costly to investors than VBIAX (0.07). CFXRX is a more actively managed with annual turnover of: 36.00 vs. VBIAX (22.00). CFXRX has a lower initial minimum investment than VBIAX: CFXRX (0) vs VBIAX (3000). CFXRX annual gain was more profitable for investors over the last year : 13.58 vs. VBIAX (5.12). CFXRX return over 5 years is better than : 51.06 vs. VBIAX (32.51).
| CFXRX | VBIAX | CFXRX / VBIAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 6.352 | 4.122 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 58.3B | 2% |
| Annual Yield % from dividends | 4.91 | 2.09 | 235% |
| Returns for 1 year | 13.58 | 5.12 | 265% |
| Returns for 3 years | 27.28 | 27.99 | 97% |
| Returns for 5 years | 51.06 | 32.51 | 157% |
| Returns for 10 years | 83.19 | 85.85 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement