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CBVZX vs PACAX
CBVZX vs PACAX Comparison
Open Charts CBVZX vs PACAX
Columbia Capital Allocation Cnsrv Inst
Price$9.83
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets152.15M
Putnam Dynamic Asset Allocation Cnsrv A
Price$11.28
Change-$0.06 (-0.53%)
VolumeN/A
Net Assets606.06M
CBVZX vs PACAX Comparison Chart in %
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CBVZX vs. PACAX 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 PACAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACAX has more cash in the bank: 606M vs. CBVZX (152M). PACAX pays higher dividends than CBVZX: PACAX (3.80) vs CBVZX (3.48). 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: 243.00 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 : 10.51 vs. PACAX (9.23). PACAX return over 5 years is better than : 9.92 vs. CBVZX (6.34).
| 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 | 0.717 | 0.894 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 606M | 25% |
| Annual Yield % from dividends | 3.48 | 3.80 | 92% |
| Returns for 1 year | 10.51 | 9.23 | 114% |
| Returns for 3 years | 23.65 | 27.21 | 87% |
| Returns for 5 years | 6.34 | 9.92 | 64% |
| Returns for 10 years | 34.33 | 42.58 | 81% |
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