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CBUZX vs CLIAX
CBUZX vs CLIAX Comparison
Open Charts CBUZX vs CLIAX
Columbia Income Builder Inst
Price$12.32
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
CBUZX vs CLIAX Comparison Chart in %
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CBUZX 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 CBUZX is a Hold and CLIAX is a Hold.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 852M vs. CLIAX (326M). CBUZX pays higher dividends than CLIAX: CBUZX (3.99) vs CLIAX (3.71). CBUZX was incepted earlier than CLIAX: CBUZX (15 years) vs CLIAX (20 years). CLIAX (1.66) is less costly to investors than CBUZX (0.72). CLIAX is a more actively managed with annual turnover of: 86.00 vs. CBUZX (18.00). CLIAX has a lower initial minimum investment than CBUZX: CLIAX (1000) vs CBUZX (2000). CBUZX annual gain was more profitable for investors over the last year : 8.17 vs. CLIAX (7.47). CLIAX (19.15) and CBUZX (19.09) have equivalent 5 years return.
| CBUZX | CLIAX | CBUZX / CLIAX | |
| Total Expense Ratio | 0.72 | 1.66 | 43% |
| Annual Report Gross Expense Ratio | 0.72 | 1.66 | 43% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 10.052 | 8.636 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 852M | 326M | 261% |
| Annual Yield % from dividends | 3.99 | 3.71 | 108% |
| Returns for 1 year | 8.17 | 7.47 | 109% |
| Returns for 3 years | 32.02 | 27.21 | 118% |
| Returns for 5 years | 19.09 | 19.15 | 100% |
| Returns for 10 years | 55.21 | 36.47 | 151% |
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