Interact to see
Advertisement
Advertisement
CKKRX vs FTAWX
CKKRX vs FTAWX Comparison
Open Charts CKKRX vs FTAWX
Columbia Income Builder Inst2
Price$12.28
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets853.22M
Fidelity Advisor Asset Manager 20% A
Price$14.19
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.56B
CKKRX vs FTAWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CKKRX vs. FTAWX commentary
Sep 09, 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 StrongBuy and FTAWX is a Buy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.56B vs. CKKRX (853M). CKKRX pays higher dividends than FTAWX: CKKRX (3.98) vs FTAWX (2.91). CKKRX was incepted earlier than FTAWX: CKKRX (13 years) vs FTAWX (19 years). FTAWX (0.77) is less costly to investors than CKKRX (0.70). FTAWX is a more actively managed with annual turnover of: 24.00 vs. CKKRX (18.00). CKKRX (0) and FTAWX (0) have matching initial minimum investment requirements. CKKRX annual gain was more profitable for investors over the last year : 7.41 vs. FTAWX (6.27). CKKRX return over 5 years is better than : 18.69 vs. FTAWX (13.04).
| CKKRX | FTAWX | CKKRX / FTAWX | |
| Total Expense Ratio | 0.70 | 0.77 | 91% |
| Annual Report Gross Expense Ratio | 0.70 | 0.77 | 91% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 8.719 | 6.746 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 853M | 5.56B | 15% |
| Annual Yield % from dividends | 3.98 | 2.91 | 137% |
| Returns for 1 year | 7.41 | 6.27 | 118% |
| Returns for 3 years | 24.18 | 17.48 | 138% |
| Returns for 5 years | 18.69 | 13.04 | 143% |
| Returns for 10 years | 55.45 | 29.79 | 186% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement