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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$15.03
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets589.52M
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX commentary
Jan 15, 2026
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: 270B vs. AWIIX (590M). AWIIX pays higher dividends than CLBAX: AWIIX (2.35) vs CLBAX (1.94). 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 : 14.23 vs. AWIIX (-1.40). CLBAX return over 5 years is better than : 38.44 vs. AWIIX (19.89).
| 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 | 0.468 | 2.326 | 20% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 270B | 0% |
| Annual Yield % from dividends | 2.35 | 1.94 | 121% |
| Returns for 1 year | -1.40 | 14.23 | -10% |
| Returns for 3 years | 17.30 | 37.73 | 46% |
| Returns for 5 years | 19.89 | 38.44 | 52% |
| Returns for 10 years | 117.71 | 101.82 | 116% |
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