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CBUZX vs CLIAX
CBUZX vs CLIAX Comparison
Open Charts CBUZX vs CLIAX
Columbia Income Builder Inst
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets847.81M
Invesco Income Allocation C
Price$11.32
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets325.02M
CBUZX vs CLIAX Comparison Chart in %
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CBUZX 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 CBUZX is a Buy and CLIAX is a Buy.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 848M vs. CLIAX (325M). CBUZX pays higher dividends than CLIAX: CBUZX (4.05) vs CLIAX (3.68). 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 : 10.72 vs. CLIAX (9.57). CLIAX (15.67) and CBUZX (14.99) 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 | 11.004 | 10.194 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 848M | 325M | 261% |
| Annual Yield % from dividends | 4.05 | 3.68 | 110% |
| Returns for 1 year | 10.72 | 9.57 | 112% |
| Returns for 3 years | 27.42 | 22.95 | 119% |
| Returns for 5 years | 14.99 | 15.67 | 96% |
| Returns for 10 years | 58.94 | 41.04 | 144% |
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