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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$15.19
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets609.29M
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Dec 26, 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 AWIIX is a StrongBuy and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. AWIIX (609M). AWIIX pays higher dividends than BALFX: AWIIX (2.03) vs BALFX (1.67). AWIIX was incepted earlier than BALFX: AWIIX (12 years) vs BALFX (25 years). AWIIX (0.68) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). BALFX has a lower initial minimum investment than AWIIX: BALFX (250) vs AWIIX (250000). BALFX annual gain was more profitable for investors over the last year : 9.14 vs. AWIIX (-2.79). BALFX return over 5 years is better than : 34.52 vs. AWIIX (20.98).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | 0.68 | 0.61 | 111% |
| Annual Report Gross Expense Ratio | 0.68 | 0.61 | 111% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -1.831 | 10.604 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 269B | 0% |
| Annual Yield % from dividends | 2.03 | 1.67 | 122% |
| Returns for 1 year | -2.79 | 9.14 | -31% |
| Returns for 3 years | 20.45 | 37.54 | 54% |
| Returns for 5 years | 20.98 | 34.52 | 61% |
| Returns for 10 years | 104.47 | 73.52 | 142% |
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