Interact to see
Advertisement
Advertisement
CBUZX vs IIASX
CBUZX vs IIASX Comparison
Open Charts CBUZX vs IIASX
Columbia Income Builder Inst
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets851.76M
Invesco Income Allocation R6
Price$11.12
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets325.73M
CBUZX vs IIASX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBUZX vs. IIASX 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 IIASX is a Hold.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 852M vs. IIASX (326M). IIASX pays higher dividends than CBUZX: IIASX (4.78) vs CBUZX (3.99). 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 annual gain was more profitable for investors over the last year : 8.81 vs. CBUZX (8.17). IIASX return over 5 years is better than : 26.06 vs. CBUZX (19.09).
| 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 | 10.052 | 9.886 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 852M | 326M | 261% |
| Annual Yield % from dividends | 3.99 | 4.78 | 83% |
| Returns for 1 year | 8.17 | 8.81 | 93% |
| Returns for 3 years | 32.02 | 31.68 | 101% |
| Returns for 5 years | 19.09 | 26.06 | 73% |
| Returns for 10 years | 55.21 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement