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CBURX vs CLIAX
CBURX vs CLIAX Comparison
Open Charts CBURX vs CLIAX
Columbia Income Builder R
Price$12.48
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets847.81M
Invesco Income Allocation C
Price$11.32
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets325.02M
CBURX vs CLIAX Comparison Chart in %
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CBURX vs. CLIAX commentary
Dec 28, 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 Buy and CLIAX is a Buy.
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 848M vs. CLIAX (325M). CLIAX (3.68) 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 : 10.27 vs. CLIAX (9.57). CLIAX return over 5 years is better than : 15.67 vs. CBURX (12.23).
| 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 | 10.551 | 10.194 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 848M | 325M | 261% |
| Annual Yield % from dividends | 3.54 | 3.68 | 96% |
| Returns for 1 year | 10.27 | 9.57 | 107% |
| Returns for 3 years | 25.74 | 22.95 | 112% |
| Returns for 5 years | 12.23 | 15.67 | 78% |
| Returns for 10 years | 51.83 | 41.04 | 126% |
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