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CBURX vs CLIAX
CBURX vs CLIAX Comparison
Open Charts CBURX vs CLIAX
Columbia Income Builder R
Price$12.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets851.76M
Invesco Income Allocation C
Price$11.16
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets325.73M
CBURX vs CLIAX Comparison Chart in %
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CBURX vs. CLIAX commentary
Oct 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: 852M vs. CLIAX (326M). CLIAX pays higher dividends than CBURX: CLIAX (3.71) vs CBURX (3.49). 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 (7.66) and CLIAX (7.47) have marching annual gain over last year. CLIAX return over 5 years is better than : 19.15 vs. CBURX (16.14).
| 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 | 9.568 | 8.636 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 852M | 326M | 261% |
| Annual Yield % from dividends | 3.49 | 3.71 | 94% |
| Returns for 1 year | 7.66 | 7.47 | 103% |
| Returns for 3 years | 30.04 | 27.21 | 110% |
| Returns for 5 years | 16.14 | 19.15 | 84% |
| Returns for 10 years | 47.96 | 36.47 | 132% |
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