Interact to see
Advertisement
Advertisement
CBVZX vs VASIX
CBVZX vs VASIX Comparison
Open Charts CBVZX vs VASIX
Columbia Capital Allocation Cnsrv Inst
Price$9.83
Change+$0.09 (+0.92%)
VolumeN/A
Net Assets152.15M
Vanguard LifeStrategy Income I
Price$15.91
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets4.1B
CBVZX vs VASIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBVZX vs. VASIX 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 VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 4.1B vs. CBVZX (152M). VASIX (3.50) and CBVZX (3.48) 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 : 10.51 vs. VASIX (8.36). CBVZX return over 5 years is better than : 6.34 vs. VASIX (3.70).
| 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 | 0.717 | 0.888 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 4.1B | 4% |
| Annual Yield % from dividends | 3.48 | 3.50 | 99% |
| Returns for 1 year | 10.51 | 8.36 | 126% |
| Returns for 3 years | 23.65 | 16.51 | 143% |
| Returns for 5 years | 6.34 | 3.70 | 171% |
| Returns for 10 years | 34.33 | 36.28 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement