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CBUZX vs ILAAX
CBUZX vs ILAAX Comparison
Open Charts CBUZX vs ILAAX
Columbia Income Builder Inst
Price$12.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets851.76M
Invesco Income Allocation R5
Price$11.14
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets325.73M
CBUZX vs ILAAX Comparison Chart in %
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CBUZX vs. ILAAX 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 ILAAX is a Hold.
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 852M vs. ILAAX (326M). ILAAX pays higher dividends than CBUZX: ILAAX (4.70) vs CBUZX (3.99). 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). ILAAX (8.50) and CBUZX (8.17) have marching annual gain over last year. ILAAX return over 5 years is better than : 25.13 vs. CBUZX (19.09).
| 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 | 10.052 | 9.494 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 852M | 326M | 261% |
| Annual Yield % from dividends | 3.99 | 4.70 | 85% |
| Returns for 1 year | 8.17 | 8.50 | 96% |
| Returns for 3 years | 32.02 | 31.10 | 103% |
| Returns for 5 years | 19.09 | 25.13 | 76% |
| Returns for 10 years | 55.21 | 50.10 | 110% |
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