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CBURX vs CLIAX
CBURX vs CLIAX Comparison
Open Charts CBURX vs CLIAX
Columbia Income Builder R
Price$12.36
Change-$0.06 (-0.48%)
VolumeN/A
Net Assets843.97M
Invesco Income Allocation C
Price$11.19
Change-$0.08 (-0.71%)
VolumeN/A
Net Assets321.94M
CBURX vs CLIAX Comparison Chart in %
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CBURX vs. CLIAX commentary
Nov 15, 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 CBURX is a Hold and CLIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 844M vs. CLIAX (322M). CLIAX (3.70) and CBURX (3.54) have matching dividends . CBURX was incepted earlier than CLIAX: CBURX (15 years) vs CLIAX (20 years). CLIAX (1.66) is less costly to investors than CBURX (1.22). CLIAX is a more actively managed with annual turnover of: 86.00 vs. CBURX (18.00). CBURX has a lower initial minimum investment than CLIAX: CBURX (0) vs CLIAX (1000). CBURX annual gain was more profitable for investors over the last year : 8.45 vs. CLIAX (7.96). CLIAX return over 5 years is better than : 16.69 vs. CBURX (13.79).
| CBURX | CLIAX | CBURX / CLIAX | |
| Total Expense Ratio | 1.22 | 1.66 | 73% |
| Annual Report Gross Expense Ratio | 1.22 | 1.66 | 73% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 9.488 | 8.928 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 844M | 322M | 262% |
| Annual Yield % from dividends | 3.54 | 3.70 | 96% |
| Returns for 1 year | 8.45 | 7.96 | 106% |
| Returns for 3 years | 25.77 | 22.70 | 114% |
| Returns for 5 years | 13.79 | 16.69 | 83% |
| Returns for 10 years | 49.03 | 38.73 | 127% |
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