Interact to see
Advertisement
Advertisement
CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.82
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets154.38M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.28
Change-$0.07 (-0.62%)
VolumeN/A
Net Assets588.47M
CBVZX vs PACAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBVZX vs. PACAX 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 PACAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 588M vs. CBVZX (154M). CBVZX pays higher dividends than PACAX: CBVZX (3.33) vs PACAX (3.15). CBVZX was incepted earlier than PACAX: CBVZX (15 years) vs PACAX (32 years). PACAX (1.00) is less costly to investors than CBVZX (0.69). PACAX is a more actively managed with annual turnover of: 372.00 vs. CBVZX (7.00). PACAX has a lower initial minimum investment than CBVZX: PACAX (0) vs CBVZX (2000). CBVZX annual gain was more profitable for investors over the last year : 8.60 vs. PACAX (5.45). PACAX return over 5 years is better than : 11.39 vs. CBVZX (9.35).
| CBVZX | PACAX | CBVZX / PACAX | |
| Total Expense Ratio | 0.69 | 1.00 | 69% |
| Annual Report Gross Expense Ratio | 0.69 | 1.00 | 69% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 10.318 | 8.482 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 588M | 26% |
| Annual Yield % from dividends | 3.33 | 3.15 | 106% |
| Returns for 1 year | 8.60 | 5.45 | 158% |
| Returns for 3 years | 32.40 | 29.17 | 111% |
| Returns for 5 years | 9.35 | 11.39 | 82% |
| Returns for 10 years | 26.89 | 26.78 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers