AWIIX
Price
$16.08
Change
-$0.08 (-0.50%)
Updated
Jul 7 closing price
Net Assets
677.59M
BALFX
Price
$36.65
Change
-$0.20 (-0.54%)
Updated
Jul 7 closing price
Net Assets
252.39B
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AWIIX vs BALFX

Header iconAWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFXBanner chart's image
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.

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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).
AWIIXBALFXAWIIX / BALFX
Total Expense Ratio0.690.61113%
Annual Report Gross Expense Ratio0.690.61113%
Fund Existence11 years24 years-
Gain YTD3.8668.07548%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets678M252B0%
Annual Yield % from dividends1.171.8165%
Returns for 1 year5.547.8371%
Returns for 3 years27.8135.0379%
Returns for 5 years46.2641.29112%
Returns for 10 years105.5664.94163%
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