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CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
Columbia Capital Allocation Cnsrv Inst
Price$9.83
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets152.15M
Fidelity Advisor Asset Manager 20% C
Price$14.36
Change+$0.22 (+1.56%)
VolumeN/A
Net Assets6.39B
CBVZX vs FTCWX Comparison Chart in %
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CBVZX vs. FTCWX 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 FTCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 6.39B vs. CBVZX (152M). CBVZX pays higher dividends than FTCWX: CBVZX (3.48) vs FTCWX (2.20). CBVZX was incepted earlier than FTCWX: CBVZX (15 years) vs FTCWX (19 years). FTCWX (1.53) is less costly to investors than CBVZX (0.69). FTCWX is a more actively managed with annual turnover of: 31.00 vs. CBVZX (7.00). FTCWX has a lower initial minimum investment than CBVZX: FTCWX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 10.51 vs. FTCWX (8.62). FTCWX return over 5 years is better than : 8.50 vs. CBVZX (6.34).
| CBVZX | FTCWX | CBVZX / FTCWX | |
| Total Expense Ratio | 0.69 | 1.51 | 46% |
| Annual Report Gross Expense Ratio | 0.69 | 1.53 | 45% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 0.717 | 1.269 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 152M | 6.39B | 2% |
| Annual Yield % from dividends | 3.48 | 2.20 | 158% |
| Returns for 1 year | 10.51 | 8.62 | 122% |
| Returns for 3 years | 23.65 | 18.09 | 131% |
| Returns for 5 years | 6.34 | 8.50 | 75% |
| Returns for 10 years | 34.33 | 29.29 | 117% |
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