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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$16.53
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets634.5M
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX commentary
Nov 14, 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 CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. AWIIX (634M). AWIIX pays higher dividends than CLBAX: AWIIX (2.05) vs CLBAX (1.73). AWIIX was incepted earlier than CLBAX: AWIIX (11 years) vs CLBAX (24 years). AWIIX (0.69) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). CLBAX has a lower initial minimum investment than AWIIX: CLBAX (250) vs AWIIX (250000). CLBAX annual gain was more profitable for investors over the last year : 8.74 vs. AWIIX (2.76). CLBAX return over 5 years is better than : 41.36 vs. AWIIX (35.23).
| AWIIX | CLBAX | AWIIX / CLBAX | |
| Total Expense Ratio | 0.69 | 0.58 | 119% |
| Annual Report Gross Expense Ratio | 0.69 | 0.58 | 119% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 6.829 | 14.803 | 46% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 269B | 0% |
| Annual Yield % from dividends | 2.05 | 1.73 | 118% |
| Returns for 1 year | 2.76 | 8.74 | 32% |
| Returns for 3 years | 30.40 | 43.29 | 70% |
| Returns for 5 years | 35.23 | 41.36 | 85% |
| Returns for 10 years | 119.01 | 86.58 | 137% |
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