Interact to see
Advertisement
Advertisement
AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$15.03
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets589.52M
American Funds American Balanced F1
Price$38.33
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
AWIIX vs BALFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWIIX vs. BALFX commentary
Jan 15, 2026
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 Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. AWIIX (590M). AWIIX pays higher dividends than BALFX: AWIIX (2.35) vs BALFX (1.91). 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 : 14.23 vs. AWIIX (-1.40). BALFX return over 5 years is better than : 36.55 vs. AWIIX (19.89).
| 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 | 0.468 | 2.350 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 270B | 0% |
| Annual Yield % from dividends | 2.35 | 1.91 | 123% |
| Returns for 1 year | -1.40 | 14.23 | -10% |
| Returns for 3 years | 17.30 | 37.69 | 46% |
| Returns for 5 years | 19.89 | 36.55 | 54% |
| Returns for 10 years | 117.71 | 88.94 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| PERL.X | 0.000198 | 0.000057 | +40.75% |
| PERL.eco cryptocurrency | |||
| RIF.X | 0.037063 | 0.000280 | +0.76% |
| Rootstock Infrastructure Framework cryptocurrency | |||
| SC.X | 0.001716 | 0.000012 | +0.71% |
| Siacoin cryptocurrency | |||
| PSG.X | 0.884137 | -0.000250 | -0.03% |
| Paris Saint-Germain Fan Token cryptocurrency | |||
| XTZ.X | 0.578088 | -0.014814 | -2.50% |
| Tezos cryptocurrency | |||