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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.53
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets646.58M
American Funds American Balanced F1
Price$38.97
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.83B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Oct 18, 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 Hold and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. AWIIX (647M). AWIIX pays higher dividends than BALFX: AWIIX (2.06) vs BALFX (1.72). 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 : 8.68 vs. AWIIX (1.83). BALFX return over 5 years is better than : 41.77 vs. AWIIX (38.46).
| 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 | 6.571 | 14.486 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 266B | 0% |
| Annual Yield % from dividends | 2.06 | 1.72 | 119% |
| Returns for 1 year | 1.83 | 8.68 | 21% |
| Returns for 3 years | 37.05 | 51.39 | 72% |
| Returns for 5 years | 38.46 | 41.77 | 92% |
| Returns for 10 years | 117.35 | 75.01 | 156% |
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