Interact to see
Advertisement
Advertisement
AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$16.08
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets677.59M
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
AWIIX vs CLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWIIX vs. CLBAX commentary
Jul 08, 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: 252B vs. AWIIX (678M). CLBAX pays higher dividends than AWIIX: CLBAX (1.84) vs AWIIX (1.17). 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 : 7.84 vs. AWIIX (5.54). AWIIX return over 5 years is better than : 46.26 vs. CLBAX (43.26).
| 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 | 3.866 | 8.073 | 48% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 252B | 0% |
| Annual Yield % from dividends | 1.17 | 1.84 | 64% |
| Returns for 1 year | 5.54 | 7.84 | 71% |
| Returns for 3 years | 27.81 | 36.14 | 77% |
| Returns for 5 years | 46.26 | 43.26 | 107% |
| Returns for 10 years | 105.56 | 77.55 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement