Interact to see
Advertisement
Advertisement
AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$16.15
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets665.72M
American Funds American Balanced R1
Price$36.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets253.85B
AWIIX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWIIX vs. RLBAX 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. AWIIX (666M). RLBAX (1.18) and AWIIX (1.17) have matching dividends . 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 : 8.08 vs. AWIIX (3.88). AWIIX return over 5 years is better than : 41.11 vs. RLBAX (34.28).
| 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 | 3.802 | 8.329 | 46% |
| Front Load | N/A | N/A | - |
| 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 | 1.18 | 99% |
| Returns for 1 year | 3.88 | 8.08 | 48% |
| Returns for 3 years | 20.52 | 28.47 | 72% |
| Returns for 5 years | 41.11 | 34.28 | 120% |
| Returns for 10 years | 107.09 | 56.64 | 189% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement