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CBURX vs CLIAX
CBURX vs CLIAX Comparison
Open Charts CBURX vs CLIAX
Columbia Income Builder R
Price$12.60
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets854.32M
Invesco Income Allocation C
Price$11.37
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets325.72M
CBURX vs CLIAX Comparison Chart in %
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CBURX vs. CLIAX commentary
Jan 17, 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 CBURX is a Hold and CLIAX is a Buy.
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 854M vs. CLIAX (326M). CBURX (3.58) and CLIAX (3.50) 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 (11.20) and CLIAX (10.77) have marching annual gain over last year. CLIAX return over 5 years is better than : 15.63 vs. CBURX (12.03).
| 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 | 1.286 | 1.177 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 854M | 326M | 262% |
| Annual Yield % from dividends | 3.58 | 3.50 | 102% |
| Returns for 1 year | 11.20 | 10.77 | 104% |
| Returns for 3 years | 23.42 | 19.94 | 117% |
| Returns for 5 years | 12.03 | 15.63 | 77% |
| Returns for 10 years | 59.26 | 47.29 | 125% |
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