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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$14.89
Change-$1.66 (-10.03%)
VolumeN/A
Net Assets574.57M
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX commentary
Feb 05, 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 Buy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. AWIIX (575M). AWIIX pays higher dividends than CLBAX: AWIIX (2.35) vs CLBAX (1.89). 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 (24.00). 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 : 11.35 vs. AWIIX (-4.34). CLBAX return over 5 years is better than : 37.40 vs. AWIIX (17.77).
| 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 | 2.460 | -19% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 270B | 0% |
| Annual Yield % from dividends | 2.35 | 1.89 | 124% |
| Returns for 1 year | -4.34 | 11.35 | -38% |
| Returns for 3 years | 14.30 | 36.75 | 39% |
| Returns for 5 years | 17.77 | 37.40 | 48% |
| Returns for 10 years | 114.21 | 100.85 | 113% |
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