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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$15.19
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets609.29M
American Funds American Balanced 529A
Price$37.56
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX commentary
Dec 26, 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 StrongBuy and CLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. AWIIX (609M). AWIIX pays higher dividends than CLBAX: AWIIX (2.03) vs CLBAX (1.70). AWIIX was incepted earlier than CLBAX: AWIIX (12 years) vs CLBAX (24 years). AWIIX (0.68) 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 : 9.19 vs. AWIIX (-2.79). CLBAX return over 5 years is better than : 36.41 vs. AWIIX (20.98).
| AWIIX | CLBAX | AWIIX / CLBAX | |
| Total Expense Ratio | 0.68 | 0.58 | 117% |
| Annual Report Gross Expense Ratio | 0.68 | 0.58 | 117% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -1.831 | 10.621 | -17% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 269B | 0% |
| Annual Yield % from dividends | 2.03 | 1.70 | 119% |
| Returns for 1 year | -2.79 | 9.19 | -30% |
| Returns for 3 years | 20.45 | 37.64 | 54% |
| Returns for 5 years | 20.98 | 36.41 | 58% |
| Returns for 10 years | 104.47 | 85.38 | 122% |
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