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CFXRX vs VBIAX
CFXRX vs VBIAX Comparison
Open Charts CFXRX vs VBIAX
Columbia Flexible Capital Income Inst2
Price$14.45
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets1.25B
Vanguard Balanced Index Adm
Price$49.74
Change+$0.12 (+0.24%)
VolumeN/A
Net Assets57.48B
CFXRX vs VBIAX Comparison Chart
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CFXRX vs. VBIAX commentary
Jan 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 CFXRX is a Hold and VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. CFXRX (1.25B). CFXRX pays higher dividends than VBIAX: CFXRX (5.42) vs VBIAX (1.98). CFXRX was incepted earlier than VBIAX: CFXRX (12 years) vs VBIAX (24 years). CFXRX is a more actively managed with annual turnover of: 44.00 vs. VBIAX (19.00). 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 : 15.36 vs. VBIAX (12.62). CFXRX (31.84) and VBIAX (30.95) have equivalent 5 years return.
| CFXRX | VBIAX | CFXRX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 2.994 | 2.599 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 57.5B | 2% |
| Annual Yield % from dividends | 5.42 | 1.98 | 273% |
| Returns for 1 year | 15.36 | 12.62 | 122% |
| Returns for 3 years | 11.69 | 11.23 | 104% |
| Returns for 5 years | 31.84 | 30.95 | 103% |
| Returns for 10 years | 78.10 | 84.42 | 93% |