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CBUZX vs CLIAX
CBUZX vs CLIAX Comparison
Open Charts CBUZX vs CLIAX
Columbia Income Builder Inst
Price$12.50
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets856M
Invesco Income Allocation C
Price$11.37
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets325.72M
CBUZX vs CLIAX Comparison Chart in %
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CBUZX 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 CBUZX is a Hold and CLIAX is a Buy.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 856M vs. CLIAX (326M). CBUZX pays higher dividends than CLIAX: CBUZX (4.09) vs CLIAX (3.50). 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 : 11.70 vs. CLIAX (10.77). CLIAX return over 5 years is better than : 15.63 vs. CBUZX (14.74).
| 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 | 1.297 | 1.177 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 856M | 326M | 263% |
| Annual Yield % from dividends | 4.09 | 3.50 | 117% |
| Returns for 1 year | 11.70 | 10.77 | 109% |
| Returns for 3 years | 25.11 | 19.94 | 126% |
| Returns for 5 years | 14.74 | 15.63 | 94% |
| Returns for 10 years | 66.83 | 47.29 | 141% |
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