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CKKRX vs FTCWX
CKKRX vs FTCWX Comparison
Open Charts CKKRX vs FTCWX
Columbia Income Builder Inst2
Price$12.28
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets853.22M
Fidelity Advisor Asset Manager 20% C
Price$14.03
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets5.56B
CKKRX vs FTCWX Comparison Chart in %
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CKKRX vs. FTCWX 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 FTCWX is a Buy.
FUNDAMENTALS
Fundamentals
FTCWX has more cash in the bank: 5.56B vs. CKKRX (853M). CKKRX pays higher dividends than FTCWX: CKKRX (3.98) vs FTCWX (2.19). CKKRX was incepted earlier than FTCWX: CKKRX (13 years) vs FTCWX (19 years). FTCWX (1.52) is less costly to investors than CKKRX (0.70). FTCWX is a more actively managed with annual turnover of: 24.00 vs. CKKRX (18.00). CKKRX (0) and FTCWX (0) have matching initial minimum investment requirements. CKKRX annual gain was more profitable for investors over the last year : 7.41 vs. FTCWX (5.44). CKKRX return over 5 years is better than : 18.69 vs. FTCWX (8.74).
| CKKRX | FTCWX | CKKRX / FTCWX | |
| Total Expense Ratio | 0.70 | 1.52 | 46% |
| Annual Report Gross Expense Ratio | 0.70 | 1.52 | 46% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 8.719 | 6.137 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 853M | 5.56B | 15% |
| Annual Yield % from dividends | 3.98 | 2.19 | 182% |
| Returns for 1 year | 7.41 | 5.44 | 136% |
| Returns for 3 years | 24.18 | 14.76 | 164% |
| Returns for 5 years | 18.69 | 8.74 | 214% |
| Returns for 10 years | 55.45 | 20.25 | 274% |
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