AWIIX
Price
$16.08
Change
-$0.08 (-0.50%)
Updated
Jul 7 closing price
Net Assets
677.59M
CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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AWIIX vs CLBAX

Header iconAWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAXBanner chart's image
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 %
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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.

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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).
AWIIXCLBAXAWIIX / CLBAX
Total Expense Ratio0.690.58119%
Annual Report Gross Expense Ratio0.690.58119%
Fund Existence11 years23 years-
Gain YTD3.8668.07348%
Front LoadN/A4%-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets678M252B0%
Annual Yield % from dividends1.171.8464%
Returns for 1 year5.547.8471%
Returns for 3 years27.8136.1477%
Returns for 5 years46.2643.26107%
Returns for 10 years105.5677.55136%
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