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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$16.15
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets665.72M
American Funds American Balanced 529A
Price$37.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets253.85B
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX commentary
Jul 31, 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: 254B vs. AWIIX (666M). 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 : 8.92 vs. AWIIX (3.88). AWIIX (41.11) and CLBAX (40.37) have equivalent 5 years return.
| 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 | 3.802 | 8.807 | 43% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 254B | 0% |
| Annual Yield % from dividends | 1.17 | 1.84 | 64% |
| Returns for 1 year | 3.88 | 8.92 | 44% |
| Returns for 3 years | 20.52 | 32.01 | 64% |
| Returns for 5 years | 41.11 | 40.37 | 102% |
| Returns for 10 years | 107.09 | 76.04 | 141% |
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