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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.39
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets660.68M
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets259.11B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Sep 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: 259B vs. AWIIX (661M). AWIIX pays higher dividends than BALFX: AWIIX (2.03) vs BALFX (1.77). 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 : 9.94 vs. AWIIX (3.53). BALFX (39.60) and AWIIX (38.78) have equivalent 5 years return.
| 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 | 5.537 | 11.360 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 259B | 0% |
| Annual Yield % from dividends | 2.03 | 1.77 | 115% |
| Returns for 1 year | 3.53 | 9.94 | 36% |
| Returns for 3 years | 27.97 | 39.77 | 70% |
| Returns for 5 years | 38.78 | 39.60 | 98% |
| Returns for 10 years | 118.27 | 75.07 | 158% |
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