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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+$0.04 (+0.24%)
VolumeN/A
Net Assets646.58M
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.83B
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX 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 CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. AWIIX (647M). AWIIX pays higher dividends than CLBAX: AWIIX (2.06) vs CLBAX (1.76). 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 : 8.73 vs. AWIIX (1.83). CLBAX return over 5 years is better than : 43.77 vs. AWIIX (38.46).
| 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 | 6.571 | 14.508 | 45% |
| Front Load | N/A | 4% | - |
| 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 | 1.76 | 117% |
| Returns for 1 year | 1.83 | 8.73 | 21% |
| Returns for 3 years | 37.05 | 52.25 | 71% |
| Returns for 5 years | 38.46 | 43.77 | 88% |
| Returns for 10 years | 117.35 | 87.69 | 134% |
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