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CBUZX vs IIASX
CBUZX vs IIASX Comparison
Open Charts CBUZX vs IIASX
Columbia Income Builder Inst
Price$12.21
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
CBUZX vs IIASX Comparison Chart in %
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CBUZX 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 CBUZX is a Hold and IIASX is a Hold.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 842M vs. IIASX (320M). IIASX pays higher dividends than CBUZX: IIASX (4.76) vs CBUZX (4.05). CBUZX was incepted earlier than IIASX: CBUZX (15 years) vs IIASX (9 years). CBUZX (0.72) is less costly to investors than IIASX (0.53). IIASX is a more actively managed with annual turnover of: 86.00 vs. CBUZX (18.00). CBUZX has a lower initial minimum investment than IIASX: CBUZX (2000) vs IIASX (1000000). IIASX (8.92) and CBUZX (8.71) have marching annual gain over last year. IIASX return over 5 years is better than : 21.87 vs. CBUZX (15.57).
| CBUZX | IIASX | CBUZX / IIASX | |
| Total Expense Ratio | 0.72 | 0.53 | 136% |
| Annual Report Gross Expense Ratio | 0.72 | 0.53 | 136% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 9.570 | 9.490 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 320M | 263% |
| Annual Yield % from dividends | 4.05 | 4.76 | 85% |
| Returns for 1 year | 8.71 | 8.92 | 98% |
| Returns for 3 years | 26.56 | 25.56 | 104% |
| Returns for 5 years | 15.57 | 21.87 | 71% |
| Returns for 10 years | 55.16 | N/A | - |
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