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COTZX vs BEGRX

Both BEGRX and COTZX are mutual funds. BEGRX has a higher 5-year return than COTZX (12.49% vs 11.06%). BEGRX has a higher expense ratio than COTZX (0.82% vs 0.25%). Below is the comparison between BEGRX and COTZX.

BEGRX COTZX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family Franklin Templeton Investments Columbia Threadneedle
Net Assets $2.59B $860.70M
Expense Ratio 0.82% 0.25%
Management Style active active
Dividend Yield 2.37% 1.66%
Minimum Investment N/A N/A
YTD Return 17.90% 6.01%
1-Year Return 9.22% 3.82%
3-Year Return 12.17% 16.33%
5-Year Return 12.49% 11.06%
10-Year Return 10.53% 8.98%

BEGRX description

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary investment goal is income. Under normal market conditions, the Fund invests primarily in equity securities of U.S. and foreign companies that the manager believes are available at market prices less than their intrinsic value.

BEGRX performance & returns

YTD Return 17.90%
1-Month Return 3.90%
3-Month Return 9.22%
1-Year Return 9.22%
3-Year Return 12.17%
5-Year Return 12.49%
10-Year Return 10.53%
BEGRX expense ratio is 0.82%.

BEGRX holdings

Top 10 Holdings (38.36% of Total Assets)

Name Symbol % Assets
Oracle Corp ORCL 4.60%
Charter Communications Inc A CHTR 4.53%
Sensata Technologies Holding PLC ST 4.39%
GlaxoSmithKline PLC GSK.L 3.93%
Medtronic PLC MDT 3.79%
Samsung Electronics Co Ltd Participating Preferred 005935.KS 3.71%
Merck & Co Inc MRK 3.53%
British American Tobacco PLC BATS.L 3.39%
Heineken NV HEIA 3.27%
Cognizant Technology Solutions Corp A CTSH 3.22%

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COTZX description

The Fund seeks to provide long-term total return by investing it assets at predetermined levels in other stock and bond mutual funds, and dependent on the current level of the S&P 500 Index.

COTZX performance & returns

YTD Return 6.01%
1-Month Return 0.96%
3-Month Return 3.82%
1-Year Return 3.82%
3-Year Return 16.33%
5-Year Return 11.06%
10-Year Return 8.98%
COTZX expense ratio is 0.25%.

COTZX holdings

Top 10 Holdings (79.75% of Total Assets)

Name Symbol % Assets
Columbia US Treasury Index Inst3 CUTYX 17.28%
Columbia Large Cap Index Inst3 CLPYX 15.08%
Columbia Quality Income Inst3 CUGYX 9.88%
Columbia Short Term Bond Inst3 CSBYX 7.41%
Columbia Acorn Inst3 CRBYX 5.04%
Columbia Research Enhanced Core ETF RECS 5.02%
Columbia Large Cap Enhanced Core Inst3 CECYX 5.02%
Columbia Contrarian Core Inst3 COFYX 5.02%
Columbia Select Mid Cap Value Instl 3 CMVYX 5.01%
Columbia Acorn International Inst3 CCYIX 4.99%

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