Interact to see
Advertisement
Advertisement
CBURX vs IIASX
CBURX vs IIASX Comparison
Open Charts CBURX vs IIASX
Columbia Income Builder R
Price$12.30
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets841.92M
Invesco Income Allocation R6
Price$11.08
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets319.63M
CBURX vs IIASX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBURX vs. IIASX 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 IIASX is a Hold.
FUNDAMENTALS
Fundamentals
CBURX has more cash in the bank: 842M vs. IIASX (320M). IIASX pays higher dividends than CBURX: IIASX (4.76) vs CBURX (3.54). CBURX was incepted earlier than IIASX: CBURX (15 years) vs IIASX (9 years). CBURX (1.22) is less costly to investors than IIASX (0.53). IIASX is a more actively managed with annual turnover of: 86.00 vs. CBURX (18.00). CBURX has a lower initial minimum investment than IIASX: CBURX (0) vs IIASX (1000000). IIASX annual gain was more profitable for investors over the last year : 8.92 vs. CBURX (8.20). IIASX return over 5 years is better than : 21.87 vs. CBURX (12.72).
| CBURX | IIASX | CBURX / IIASX | |
| Total Expense Ratio | 1.22 | 0.53 | 230% |
| Annual Report Gross Expense Ratio | 1.22 | 0.53 | 230% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 9.045 | 9.490 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 320M | 263% |
| Annual Yield % from dividends | 3.54 | 4.76 | 74% |
| Returns for 1 year | 8.20 | 8.92 | 92% |
| Returns for 3 years | 24.58 | 25.56 | 96% |
| Returns for 5 years | 12.72 | 21.87 | 58% |
| Returns for 10 years | 47.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement