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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+$0.04 (+0.24%)
VolumeN/A
Net Assets646.58M
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Oct 18, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. AWIIX (647M). AWIIX pays higher dividends than RLBAX: AWIIX (2.06) vs RLBAX (1.10). 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 : 7.88 vs. AWIIX (1.83). AWIIX (38.46) and RLBAX (37.54) 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 | 6.571 | 13.829 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 265B | 0% |
| Annual Yield % from dividends | 2.06 | 1.10 | 187% |
| Returns for 1 year | 1.83 | 7.88 | 23% |
| Returns for 3 years | 37.05 | 48.34 | 77% |
| Returns for 5 years | 38.46 | 37.54 | 102% |
| Returns for 10 years | 117.35 | 67.35 | 174% |
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