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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$16.53
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets634.5M
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Nov 14, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. AWIIX (634M). AWIIX pays higher dividends than RLBAX: AWIIX (2.05) vs RLBAX (1.08). AWIIX was incepted earlier than RLBAX: AWIIX (11 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than AWIIX (0.69). RLBAX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). RLBAX has a lower initial minimum investment than AWIIX: RLBAX (250) vs AWIIX (250000). RLBAX annual gain was more profitable for investors over the last year : 7.89 vs. AWIIX (2.76). RLBAX (35.24) and AWIIX (35.23) have equivalent 5 years return.
| AWIIX | RLBAX | AWIIX / RLBAX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 6.829 | 14.065 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 269B | 0% |
| Annual Yield % from dividends | 2.05 | 1.08 | 189% |
| Returns for 1 year | 2.76 | 7.89 | 35% |
| Returns for 3 years | 30.40 | 39.62 | 77% |
| Returns for 5 years | 35.23 | 35.24 | 100% |
| Returns for 10 years | 119.01 | 66.41 | 179% |
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