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CBUZX vs CLIAX
CBUZX vs CLIAX Comparison
Open Charts CBUZX vs CLIAX
Columbia Income Builder Inst
Price$12.21
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
CBUZX vs CLIAX Comparison Chart in %
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CBUZX 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 CBUZX is a Hold and CLIAX is a Hold.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 842M vs. CLIAX (320M). CBUZX pays higher dividends than CLIAX: CBUZX (4.05) vs CLIAX (3.70). 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 : 8.71 vs. CLIAX (7.39). CBUZX (15.57) and CLIAX (15.24) 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 | 9.570 | 8.150 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 842M | 320M | 263% |
| Annual Yield % from dividends | 4.05 | 3.70 | 110% |
| Returns for 1 year | 8.71 | 7.39 | 118% |
| Returns for 3 years | 26.56 | 21.18 | 125% |
| Returns for 5 years | 15.57 | 15.24 | 102% |
| Returns for 10 years | 55.16 | 36.88 | 150% |
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