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CBVZX vs FTDWX
CBVZX vs FTDWX Comparison
Open Charts CBVZX vs FTDWX
Columbia Capital Allocation Cnsrv Inst
Price$9.82
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets154.38M
Fidelity Advisor Asset Manager 20% M
Price$14.35
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets5.57B
CBVZX vs FTDWX Comparison Chart in %
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CBVZX vs. FTDWX 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 FTDWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.57B vs. CBVZX (154M). CBVZX pays higher dividends than FTDWX: CBVZX (3.33) vs FTDWX (2.64). CBVZX was incepted earlier than FTDWX: CBVZX (15 years) vs FTDWX (19 years). FTDWX (1.02) is less costly to investors than CBVZX (0.69). FTDWX is a more actively managed with annual turnover of: 24.00 vs. CBVZX (7.00). FTDWX has a lower initial minimum investment than CBVZX: FTDWX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 8.60 vs. FTDWX (6.57). FTDWX return over 5 years is better than : 12.86 vs. CBVZX (9.35).
| CBVZX | FTDWX | CBVZX / FTDWX | |
| Total Expense Ratio | 0.69 | 1.02 | 68% |
| Annual Report Gross Expense Ratio | 0.69 | 1.02 | 68% |
| Fund Existence | 15 years | 19 years | - |
| Gain YTD | 10.318 | 7.939 | 130% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 154M | 5.57B | 3% |
| Annual Yield % from dividends | 3.33 | 2.64 | 126% |
| Returns for 1 year | 8.60 | 6.57 | 131% |
| Returns for 3 years | 32.40 | 22.81 | 142% |
| Returns for 5 years | 9.35 | 12.86 | 73% |
| Returns for 10 years | 26.89 | 26.85 | 100% |
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