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CKKRX vs CLIAX
CKKRX vs CLIAX Comparison
Open Charts CKKRX vs CLIAX
Columbia Income Builder Inst2
Price$12.32
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets843.97M
Invesco Income Allocation C
Price$11.19
Change-$0.08 (-0.71%)
VolumeN/A
Net Assets321.94M
CKKRX vs CLIAX Comparison Chart in %
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CKKRX 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 CKKRX is a Hold and CLIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CKKRX has more cash in the bank: 844M vs. CLIAX (322M). CKKRX pays higher dividends than CLIAX: CKKRX (4.05) vs CLIAX (3.70). 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 : 8.95 vs. CLIAX (7.96). CKKRX (16.72) and CLIAX (16.69) 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 | 9.896 | 8.928 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 8.95 | 7.96 | 112% |
| Returns for 3 years | 27.72 | 22.70 | 122% |
| Returns for 5 years | 16.72 | 16.69 | 100% |
| Returns for 10 years | 56.56 | 38.73 | 146% |
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