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CFIGX vs VBAIX

Both CFIGX and VBAIX are mutual funds. CFIGX has a lower 5-year return than VBAIX (10.35% vs 12.15%). CFIGX has a higher expense ratio than VBAIX (1.75% vs 0.06%). Below is the comparison between CFIGX and VBAIX.

CFIGX VBAIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--50% to 70% Equity U.S. Balanced: Allocation--50% to 70% Equity
Family Columbia Threadneedle Vanguard
Net Assets $249.30M $12.90B
Expense Ratio 1.75% 0.06%
Management Style active passive (index-based)
Dividend Yield 3.27% 1.41%
Minimum Investment $2,000.00 $5,000,000.00
YTD Return 11.94% 10.49%
1-Year Return 0.14% 3.32%
3-Year Return 10.36% 13.07%
5-Year Return 10.35% 12.15%
10-Year Return 9.22% 10.95%

CFIGX description

The Fund seeks to provide shareholders current income, with long-term capital appreciation. The Fund invests broadly in debt, equity, and/or convertible securities. The Fund allocates its investments from one asset class to another based upon internal analysis.

CFIGX performance & returns

YTD Return 11.94%
1-Month Return -0.25%
3-Month Return 0.14%
1-Year Return 0.14%
3-Year Return 10.36%
5-Year Return 10.35%
10-Year Return 9.22%
CFIGX expense ratio is 1.75%.

CFIGX holdings

Top 10 Holdings (11.57% of Total Assets)

Name Symbol % Assets
DTE Energy Co Units DTP 1.59%
Broadcom Inc AVGO 1.44%
Verizon Communications Inc VZ 1.20%
BWAY Holding Company 7.25% N/A 1.17%
ARD Finance S.A. N/A 1.08%
Indigo Natural Resources LLC 6.88% N/A 1.05%
NextEra Energy Inc Unit (Corporate Unit 09/01/2023) NEEPQ 1.02%
Constellium SE 6.62% N/A 1.02%
Morgan Stanley MS 1.00%
AbbVie Inc ABBV 1.00%

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VBAIX description

The Fund seeks to track, with respect to 60% of its assets, investment performance of the CRSP US Total Market Index, and with respect to 40% of its assets, investment performance of the Barclays U.S. Aggregate Float Adjusted Index.

VBAIX performance & returns

YTD Return 10.49%
1-Month Return 0.17%
3-Month Return 3.32%
1-Year Return 3.32%
3-Year Return 13.07%
5-Year Return 12.15%
10-Year Return 10.95%
VBAIX expense ratio is 0.06%.

VBAIX holdings

Top 10 Holdings (13.85% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 3.23%
Microsoft Corp MSFT 2.88%
Amazon.com Inc AMZN 2.43%
Facebook Inc A FB 1.14%
Alphabet Inc Class C GOOG 0.78%
Alphabet Inc A GOOGL 0.77%
Johnson & Johnson JNJ 0.71%
Berkshire Hathaway Inc Class B BRK.B 0.68%
Procter & Gamble Co PG 0.62%
Visa Inc Class A V 0.61%

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