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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets667.36M
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
AWIIX vs CLBAX Comparison Chart
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AWIIX vs. CLBAX commentary
Jun 16, 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: 244B vs. AWIIX (667M). CLBAX pays higher dividends than AWIIX: CLBAX (1.91) vs AWIIX (1.78). AWIIX was incepted earlier than CLBAX: AWIIX (11 years) vs CLBAX (23 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 : 5.26 vs. AWIIX (3.53). AWIIX return over 5 years is better than : 45.52 vs. CLBAX (40.12).
| 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 | 23 years | - |
| Gain YTD | 1.401 | 4.431 | 32% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 244B | 0% |
| Annual Yield % from dividends | 1.78 | 1.91 | 93% |
| Returns for 1 year | 3.53 | 5.26 | 67% |
| Returns for 3 years | 27.72 | 33.60 | 82% |
| Returns for 5 years | 45.52 | 40.12 | 113% |
| Returns for 10 years | 98.75 | 70.29 | 140% |
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