Interact to see
Advertisement
Advertisement
CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
Columbia Capital Allocation Cnsrv Inst
Price$9.82
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets154.38M
Vanguard LifeStrategy Income I
Price$16.03
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets4.01B
CBVZX vs VASIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBVZX vs. VASIX 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 4.01B vs. CBVZX (154M). VASIX (3.50) and CBVZX (3.33) have matching dividends . CBVZX was incepted earlier than VASIX: CBVZX (15 years) vs VASIX (31 years). CBVZX (0.69) is less costly to investors than VASIX (0.11). CBVZX is a more actively managed with annual turnover of: 7.00 vs. VASIX (5.00). CBVZX has a lower initial minimum investment than VASIX: CBVZX (2000) vs VASIX (3000). CBVZX annual gain was more profitable for investors over the last year : 8.60 vs. VASIX (5.07). CBVZX return over 5 years is better than : 9.35 vs. VASIX (6.09).
| CBVZX | VASIX | CBVZX / VASIX | |
| Total Expense Ratio | 0.69 | 0.11 | 627% |
| Annual Report Gross Expense Ratio | 0.69 | 0.11 | 627% |
| Fund Existence | 15 years | 31 years | - |
| Gain YTD | 10.318 | 8.931 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 4.01B | 4% |
| Annual Yield % from dividends | 3.33 | 3.50 | 95% |
| Returns for 1 year | 8.60 | 5.07 | 170% |
| Returns for 3 years | 32.40 | 25.33 | 128% |
| Returns for 5 years | 9.35 | 6.09 | 154% |
| Returns for 10 years | 26.89 | 33.19 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRGZX | 43.53 | 0.70 | +1.63% |
| T. Rowe Price Emerging Markets Stock Z | |||
| RSPYX | 30.84 | 0.43 | +1.41% |
| Victory RS Partners Y | |||
| TPVIX | 19.43 | 0.23 | +1.20% |
| Timothy Plan Small Cap Value I | |||
| CIPNX | 21.81 | 0.25 | +1.16% |
| Champlain Small Company Institutional | |||
| CCISX | 11.59 | N/A | N/A |
| Calamos International Small Cap Gr C | |||