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CBVZX vs RBBAX
CBVZX vs RBBAX Comparison
Open Charts CBVZX vs RBBAX
Columbia Capital Allocation Cnsrv Inst
Price$9.83
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets152.15M
Columbia Income Builder A
Price$12.53
Change+$0.29 (+2.37%)
VolumeN/A
Net Assets853.59M
CBVZX vs RBBAX Comparison Chart in %
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CBVZX vs. RBBAX 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 RBBAX is a Buy.
FUNDAMENTALS
Fundamentals
RBBAX has more cash in the bank: 854M vs. CBVZX (152M). RBBAX pays higher dividends than CBVZX: RBBAX (3.84) vs CBVZX (3.48). CBVZX was incepted earlier than RBBAX: CBVZX (15 years) vs RBBAX (20 years). RBBAX (0.97) is less costly to investors than CBVZX (0.69). RBBAX is a more actively managed with annual turnover of: 18.00 vs. CBVZX (7.00). CBVZX (2000) and RBBAX (2000) have matching initial minimum investment requirements. RBBAX annual gain was more profitable for investors over the last year : 11.36 vs. CBVZX (10.51). RBBAX return over 5 years is better than : 13.36 vs. CBVZX (6.34).
| CBVZX | RBBAX | CBVZX / RBBAX | |
| Total Expense Ratio | 0.69 | 0.97 | 71% |
| Annual Report Gross Expense Ratio | 0.69 | 0.97 | 71% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 0.717 | 1.878 | 38% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 2000 | 100% |
| Min. Initial Investment IRA | N/A | 1000 | - |
| Net Assets | 152M | 854M | 18% |
| Annual Yield % from dividends | 3.48 | 3.84 | 91% |
| Returns for 1 year | 10.51 | 11.36 | 93% |
| Returns for 3 years | 23.65 | 23.74 | 100% |
| Returns for 5 years | 6.34 | 13.36 | 47% |
| Returns for 10 years | 34.33 | 62.99 | 54% |
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