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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$14.89
Change-$1.66 (-10.03%)
VolumeN/A
Net Assets574.57M
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. AWIIX (575M). AWIIX pays higher dividends than RLBAX: AWIIX (2.35) vs RLBAX (1.22). AWIIX was incepted earlier than RLBAX: AWIIX (12 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than AWIIX (0.68). RLBAX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (24.00). 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 : 10.45 vs. AWIIX (-4.34). RLBAX return over 5 years is better than : 31.35 vs. AWIIX (17.77).
| AWIIX | RLBAX | AWIIX / RLBAX | |
| Total Expense Ratio | 0.68 | 1.31 | 52% |
| Annual Report Gross Expense Ratio | 0.68 | 1.31 | 52% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -0.468 | 2.371 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 270B | 0% |
| Annual Yield % from dividends | 2.35 | 1.22 | 193% |
| Returns for 1 year | -4.34 | 10.45 | -42% |
| Returns for 3 years | 14.30 | 33.63 | 43% |
| Returns for 5 years | 17.77 | 31.35 | 57% |
| Returns for 10 years | 114.21 | 79.34 | 144% |
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