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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$16.67
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets632.81M
American Funds American Balanced R1
Price$39.35
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Dec 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. AWIIX (633M). AWIIX pays higher dividends than RLBAX: AWIIX (2.03) vs RLBAX (1.07). AWIIX was incepted earlier than RLBAX: AWIIX (11 years) vs RLBAX (24 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 : 8.27 vs. AWIIX (1.95). RLBAX (34.32) and AWIIX (33.05) 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 | 24 years | - |
| Gain YTD | 7.734 | 16.101 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 269B | 0% |
| Annual Yield % from dividends | 2.03 | 1.07 | 191% |
| Returns for 1 year | 1.95 | 8.27 | 24% |
| Returns for 3 years | 29.13 | 39.48 | 74% |
| Returns for 5 years | 33.05 | 34.32 | 96% |
| Returns for 10 years | 123.44 | 67.81 | 182% |
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