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CBURX vs CLIAX
CBURX vs CLIAX Comparison
Open Charts CBURX vs CLIAX
Columbia Income Builder R
Price$12.30
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets841.92M
Invesco Income Allocation C
Price$11.11
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets319.63M
CBURX vs CLIAX Comparison Chart in %
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CBURX vs. CLIAX commentary
Nov 20, 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 CBURX is a Hold and CLIAX is a Hold.
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 842M vs. CLIAX (320M). CLIAX (3.70) and CBURX (3.54) have matching dividends . CBURX was incepted earlier than CLIAX: CBURX (15 years) vs CLIAX (20 years). CLIAX (1.66) is less costly to investors than CBURX (1.22). CLIAX is a more actively managed with annual turnover of: 86.00 vs. CBURX (18.00). CBURX has a lower initial minimum investment than CLIAX: CBURX (0) vs CLIAX (1000). CBURX annual gain was more profitable for investors over the last year : 8.20 vs. CLIAX (7.39). CLIAX return over 5 years is better than : 15.24 vs. CBURX (12.72).
| CBURX | CLIAX | CBURX / CLIAX | |
| Total Expense Ratio | 1.22 | 1.66 | 73% |
| Annual Report Gross Expense Ratio | 1.22 | 1.66 | 73% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 9.045 | 8.150 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 842M | 320M | 263% |
| Annual Yield % from dividends | 3.54 | 3.70 | 96% |
| Returns for 1 year | 8.20 | 7.39 | 111% |
| Returns for 3 years | 24.58 | 21.18 | 116% |
| Returns for 5 years | 12.72 | 15.24 | 83% |
| Returns for 10 years | 47.90 | 36.88 | 130% |
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