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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.08
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets677.59M
American Funds American Balanced F1
Price$36.65
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets252.39B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Jul 08, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. AWIIX (678M). BALFX pays higher dividends than AWIIX: BALFX (1.81) vs AWIIX (1.17). AWIIX was incepted earlier than BALFX: AWIIX (11 years) vs BALFX (24 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 : 7.83 vs. AWIIX (5.54). AWIIX return over 5 years is better than : 46.26 vs. BALFX (41.29).
| 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 | 24 years | - |
| Gain YTD | 3.866 | 8.075 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 252B | 0% |
| Annual Yield % from dividends | 1.17 | 1.81 | 65% |
| Returns for 1 year | 5.54 | 7.83 | 71% |
| Returns for 3 years | 27.81 | 35.03 | 79% |
| Returns for 5 years | 46.26 | 41.29 | 112% |
| Returns for 10 years | 105.56 | 64.94 | 163% |
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