CPCYX
Price
$9.42
Change
-$0.00 (-0.00%)
Updated
Sep 18 closing price
FTDWX
Price
$13.81
Change
-$0.00 (-0.00%)
Updated
Sep 18 closing price
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CPCYX vs FTDWX

Header iconCPCYX vs FTDWX Comparison
Open Charts CPCYX vs FTDWXBanner chart's image
Columbia Capital Allocation Cnsrv Adv
Price$9.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 20% M
Price$13.81
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CPCYX vs FTDWX Comparison Chart
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VS
CPCYX vs. FTDWX commentary
Sep 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 CPCYX is a Hold and FTDWX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.33B vs. CPCYX (166M). CPCYX pays higher dividends than FTDWX: CPCYX (3.56) vs FTDWX (2.67). CPCYX was incepted earlier than FTDWX: CPCYX (11 years) vs FTDWX (18 years). FTDWX is a more actively managed with annual turnover of: 28.00 vs. CPCYX (17.00). FTDWX has a lower initial minimum investment than CPCYX: FTDWX (0) vs CPCYX (2000). CPCYX annual gain was more profitable for investors over the last year : 13.96 vs. FTDWX (11.02). FTDWX return over 5 years is better than : 11.30 vs. CPCYX (5.44).
CPCYXFTDWXCPCYX / FTDWX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years18 years-
Gain YTD7.9255.997132%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/A500-
Net Assets166M5.33B3%
Annual Yield % from dividends3.562.67133%
Returns for 1 year13.9611.02127%
Returns for 3 years-2.87-0.42685%
Returns for 5 years5.4411.3048%
Returns for 10 years15.0215.7495%
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