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CBUZX vs ILAAX
CBUZX vs ILAAX Comparison
Open Charts CBUZX vs ILAAX
Columbia Income Builder Inst
Price$12.21
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets841.92M
Invesco Income Allocation R5
Price$11.10
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets319.63M
CBUZX vs ILAAX Comparison Chart in %
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CBUZX vs. ILAAX 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 ILAAX is a Hold.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 842M vs. ILAAX (320M). ILAAX pays higher dividends than CBUZX: ILAAX (4.69) vs CBUZX (4.05). CBUZX was incepted earlier than ILAAX: CBUZX (15 years) vs ILAAX (20 years). CBUZX (0.72) is less costly to investors than ILAAX (0.62). ILAAX is a more actively managed with annual turnover of: 86.00 vs. CBUZX (18.00). CBUZX has a lower initial minimum investment than ILAAX: CBUZX (2000) vs ILAAX (1000000). CBUZX (8.71) and ILAAX (8.42) have marching annual gain over last year. ILAAX return over 5 years is better than : 21.05 vs. CBUZX (15.57).
| CBUZX | ILAAX | CBUZX / ILAAX | |
| Total Expense Ratio | 0.72 | 0.62 | 116% |
| Annual Report Gross Expense Ratio | 0.72 | 0.62 | 116% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 9.570 | 9.101 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 842M | 320M | 263% |
| Annual Yield % from dividends | 4.05 | 4.69 | 86% |
| Returns for 1 year | 8.71 | 8.42 | 104% |
| Returns for 3 years | 26.56 | 24.90 | 107% |
| Returns for 5 years | 15.57 | 21.05 | 74% |
| Returns for 10 years | 55.16 | 50.73 | 109% |
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