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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.15
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets665.72M
American Funds American Balanced F1
Price$37.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets253.85B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Jul 31, 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: 254B vs. AWIIX (666M). 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 : 8.90 vs. AWIIX (3.88). AWIIX return over 5 years is better than : 41.11 vs. BALFX (38.44).
| 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 | 3.802 | 8.808 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 254B | 0% |
| Annual Yield % from dividends | 1.17 | 1.81 | 65% |
| Returns for 1 year | 3.88 | 8.90 | 44% |
| Returns for 3 years | 20.52 | 30.94 | 66% |
| Returns for 5 years | 41.11 | 38.44 | 107% |
| Returns for 10 years | 107.09 | 63.54 | 169% |
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