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CBVZX vs FTCWX
CBVZX vs FTCWX Comparison
Open Charts CBVZX vs FTCWX
Columbia Capital Allocation Cnsrv Inst
Price$9.82
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets154.38M
Fidelity Advisor Asset Manager 20% C
Price$14.23
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.57B
CBVZX vs FTCWX Comparison Chart in %
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CBVZX vs. FTCWX commentary
Oct 21, 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 CBVZX is a Hold and FTCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.57B vs. CBVZX (154M). CBVZX pays higher dividends than FTCWX: CBVZX (3.33) vs FTCWX (2.16). CBVZX was incepted earlier than FTCWX: CBVZX (15 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than CBVZX (0.69). FTCWX is a more actively managed with annual turnover of: 24.00 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 : 8.60 vs. FTCWX (6.07). FTCWX return over 5 years is better than : 10.03 vs. CBVZX (9.35).
| CBVZX | FTCWX | CBVZX / FTCWX | |
| Total Expense Ratio | 0.69 | 1.52 | 45% |
| Annual Report Gross Expense Ratio | 0.69 | 1.52 | 45% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 10.318 | 7.529 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 154M | 5.57B | 3% |
| Annual Yield % from dividends | 3.33 | 2.16 | 154% |
| Returns for 1 year | 8.60 | 6.07 | 142% |
| Returns for 3 years | 32.40 | 20.96 | 155% |
| Returns for 5 years | 9.35 | 10.03 | 93% |
| Returns for 10 years | 26.89 | 20.54 | 131% |
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