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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$14.89
Change-$1.66 (-10.03%)
VolumeN/A
Net Assets574.57M
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Feb 04, 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 Buy and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. AWIIX (575M). AWIIX pays higher dividends than BALFX: AWIIX (2.35) vs BALFX (1.86). 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 (24.00). 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 : 11.33 vs. AWIIX (-4.34). BALFX return over 5 years is better than : 35.49 vs. AWIIX (17.77).
| 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 | 2.457 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 270B | 0% |
| Annual Yield % from dividends | 2.35 | 1.86 | 126% |
| Returns for 1 year | -4.34 | 11.33 | -38% |
| Returns for 3 years | 14.30 | 36.69 | 39% |
| Returns for 5 years | 17.77 | 35.49 | 50% |
| Returns for 10 years | 114.21 | 87.98 | 130% |
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