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CBUZX vs CLIAX
CBUZX vs CLIAX Comparison
Open Charts CBUZX vs CLIAX
Columbia Income Builder Inst
Price$12.26
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets843.97M
Invesco Income Allocation C
Price$11.19
Change-$0.08 (-0.71%)
VolumeN/A
Net Assets321.94M
CBUZX vs CLIAX Comparison Chart in %
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CBUZX vs. CLIAX commentary
Nov 14, 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 CBUZX is a Hold and CLIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 844M vs. CLIAX (322M). CBUZX pays higher dividends than CLIAX: CBUZX (4.05) vs CLIAX (3.70). CBUZX was incepted earlier than CLIAX: CBUZX (15 years) vs CLIAX (20 years). CLIAX (1.66) is less costly to investors than CBUZX (0.72). CLIAX is a more actively managed with annual turnover of: 86.00 vs. CBUZX (18.00). CLIAX has a lower initial minimum investment than CBUZX: CLIAX (1000) vs CBUZX (2000). CBUZX annual gain was more profitable for investors over the last year : 8.97 vs. CLIAX (7.96). CLIAX (16.69) and CBUZX (16.58) have equivalent 5 years return.
| CBUZX | CLIAX | CBUZX / CLIAX | |
| Total Expense Ratio | 0.72 | 1.66 | 43% |
| Annual Report Gross Expense Ratio | 0.72 | 1.66 | 43% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 9.928 | 8.928 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 844M | 322M | 262% |
| Annual Yield % from dividends | 4.05 | 3.70 | 110% |
| Returns for 1 year | 8.97 | 7.96 | 113% |
| Returns for 3 years | 27.67 | 22.70 | 122% |
| Returns for 5 years | 16.58 | 16.69 | 99% |
| Returns for 10 years | 56.23 | 38.73 | 145% |
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