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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.67
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets632.81M
American Funds American Balanced F1
Price$39.75
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Dec 06, 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 Buy and BALFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. AWIIX (633M). AWIIX pays higher dividends than BALFX: AWIIX (2.03) vs BALFX (1.67). AWIIX was incepted earlier than BALFX: AWIIX (11 years) vs BALFX (25 years). AWIIX (0.69) 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 : 9.09 vs. AWIIX (1.95). BALFX return over 5 years is better than : 38.50 vs. AWIIX (33.05).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | 0.69 | 0.61 | 113% |
| Annual Report Gross Expense Ratio | 0.69 | 0.61 | 113% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 7.734 | 16.897 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 269B | 0% |
| Annual Yield % from dividends | 2.03 | 1.67 | 122% |
| Returns for 1 year | 1.95 | 9.09 | 21% |
| Returns for 3 years | 29.13 | 42.36 | 69% |
| Returns for 5 years | 33.05 | 38.50 | 86% |
| Returns for 10 years | 123.44 | 75.49 | 164% |
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