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CKKRX vs CLIAX
CKKRX vs CLIAX Comparison
Open Charts CKKRX vs CLIAX
Columbia Income Builder Inst2
Price$12.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets851.76M
Invesco Income Allocation C
Price$11.16
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets325.73M
CKKRX vs CLIAX Comparison Chart in %
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CKKRX vs. CLIAX 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 CKKRX is a Hold and CLIAX is a Hold.
FUNDAMENTALS
Fundamentals
CKKRX has more cash in the bank: 852M vs. CLIAX (326M). CKKRX pays higher dividends than CLIAX: CKKRX (3.99) vs CLIAX (3.71). CKKRX was incepted earlier than CLIAX: CKKRX (13 years) vs CLIAX (20 years). CLIAX (1.66) is less costly to investors than CKKRX (0.70). CLIAX is a more actively managed with annual turnover of: 86.00 vs. CKKRX (18.00). CKKRX has a lower initial minimum investment than CLIAX: CKKRX (0) vs CLIAX (1000). CKKRX annual gain was more profitable for investors over the last year : 8.24 vs. CLIAX (7.47). CKKRX (19.22) and CLIAX (19.15) have equivalent 5 years return.
| CKKRX | CLIAX | CKKRX / CLIAX | |
| Total Expense Ratio | 0.70 | 1.66 | 42% |
| Annual Report Gross Expense Ratio | 0.70 | 1.66 | 42% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 10.018 | 8.636 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 852M | 326M | 261% |
| Annual Yield % from dividends | 3.99 | 3.71 | 108% |
| Returns for 1 year | 8.24 | 7.47 | 110% |
| Returns for 3 years | 32.17 | 27.21 | 118% |
| Returns for 5 years | 19.22 | 19.15 | 100% |
| Returns for 10 years | 55.54 | 36.47 | 152% |