CRAZX
Price
$10.47
Change
+$0.05 (+0.48%)
Updated
Sep 4 closing price
Net Assets
2.46B
UPAAX
Price
$15.88
Change
+$0.28 (+1.79%)
Updated
Sep 4 closing price
Net Assets
2.75M
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CRAZX vs UPAAX

Header iconCRAZX vs UPAAX Comparison
Open Charts CRAZX vs UPAAXBanner chart's image
Columbia Adaptive Risk Allocation Inst
Price$10.47
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets2.46B
Upright Assets Allocation Plus
Price$15.88
Change+$0.28 (+1.79%)
VolumeN/A
Net Assets2.75M
CRAZX vs UPAAX Comparison Chart in %
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CRAZX vs. UPAAX commentary
Sep 06, 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 CRAZX is a Hold and UPAAX is a Buy.

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FUNDAMENTALS
Fundamentals
CRAZX has more cash in the bank: 2.46B vs. UPAAX (2.75M). CRAZX pays higher dividends than UPAAX: CRAZX (2.31) vs UPAAX (0.00). CRAZX was incepted earlier than UPAAX: CRAZX (13 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than CRAZX (0.81). CRAZX is a more actively managed with annual turnover of: 186.00 vs. UPAAX (0.00). CRAZX (2000) and UPAAX (2000) have matching initial minimum investment requirements. UPAAX annual gain was more profitable for investors over the last year : 27.35 vs. CRAZX (9.46). UPAAX return over 5 years is better than : 97.05 vs. CRAZX (8.55).
CRAZXUPAAXCRAZX / UPAAX
Total Expense Ratio0.813.2825%
Annual Report Gross Expense Ratio0.813.2825%
Fund Existence13 years8 years-
Gain YTD9.33911.42982%
Front LoadN/AN/A-
Min. Initial Investment20002000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.46B2.75M89,523%
Annual Yield % from dividends2.310.00-
Returns for 1 year9.4627.3535%
Returns for 3 years23.6955.2343%
Returns for 5 years8.5597.059%
Returns for 10 years36.59N/A-
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