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CKKRX vs CLIAX
CKKRX vs CLIAX Comparison
Open Charts CKKRX vs CLIAX
Columbia Income Builder Inst2
Price$12.57
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
CKKRX vs CLIAX Comparison Chart in %
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CKKRX 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 CKKRX is a Hold and CLIAX is a Buy.
FUNDAMENTALS
Fundamentals
CKKRX has more cash in the bank: 854M vs. CLIAX (326M). CKKRX pays higher dividends than CLIAX: CKKRX (4.09) vs CLIAX (3.50). CKKRX was incepted earlier than CLIAX: CKKRX (13 years) vs CLIAX (20 years). CLIAX (1.66) is less costly to investors than CKKRX (0.70). CLIAX is a more actively managed with annual turnover of: 86.00 vs. CKKRX (18.00). CKKRX has a lower initial minimum investment than CLIAX: CKKRX (0) vs CLIAX (1000). CKKRX annual gain was more profitable for investors over the last year : 11.75 vs. CLIAX (10.77). CLIAX (15.63) and CKKRX (14.97) have equivalent 5 years return.
| CKKRX | CLIAX | CKKRX / CLIAX | |
| Total Expense Ratio | 0.70 | 1.66 | 42% |
| Annual Report Gross Expense Ratio | 0.70 | 1.66 | 42% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 1.371 | 1.177 | 116% |
| 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 | 4.09 | 3.50 | 117% |
| Returns for 1 year | 11.75 | 10.77 | 109% |
| Returns for 3 years | 25.27 | 19.94 | 127% |
| Returns for 5 years | 14.97 | 15.63 | 96% |
| Returns for 10 years | 67.42 | 47.29 | 143% |
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