Interact to see
Advertisement
Advertisement
CBVZX vs FIKVX
CBVZX vs FIKVX Comparison
Open Charts CBVZX vs FIKVX
Columbia Capital Allocation Cnsrv Inst
Price$9.83
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets152.15M
Fidelity Advisor Asset Manager 20% Z
Price$14.55
Change+$0.23 (+1.61%)
VolumeN/A
Net Assets6.39B
CBVZX vs FIKVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBVZX vs. FIKVX commentary
Feb 05, 2026
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 CBVZX is a Hold and FIKVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 6.39B vs. CBVZX (152M). CBVZX pays higher dividends than FIKVX: CBVZX (3.48) vs FIKVX (3.20). CBVZX was incepted earlier than FIKVX: CBVZX (15 years) vs FIKVX (7 years). CBVZX (0.69) is less costly to investors than FIKVX (0.48). FIKVX is a more actively managed with annual turnover of: 31.00 vs. CBVZX (7.00). FIKVX has a lower initial minimum investment than CBVZX: FIKVX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 10.51 vs. FIKVX (9.71). FIKVX return over 5 years is better than : 14.40 vs. CBVZX (6.34).
| CBVZX | FIKVX | CBVZX / FIKVX | |
| Total Expense Ratio | 0.69 | 0.45 | 153% |
| Annual Report Gross Expense Ratio | 0.69 | 0.48 | 144% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 0.717 | 1.323 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 6.39B | 2% |
| Annual Yield % from dividends | 3.48 | 3.20 | 109% |
| Returns for 1 year | 10.51 | 9.71 | 108% |
| Returns for 3 years | 23.65 | 21.82 | 108% |
| Returns for 5 years | 6.34 | 14.40 | 44% |
| Returns for 10 years | 34.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers