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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$15.19
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets609.29M
American Funds American Balanced R1
Price$37.28
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Dec 26, 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 StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. AWIIX (609M). AWIIX pays higher dividends than RLBAX: AWIIX (2.03) vs RLBAX (1.07). 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 (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 : 8.53 vs. AWIIX (-2.79). RLBAX return over 5 years is better than : 30.69 vs. AWIIX (20.98).
| 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 | -1.831 | 9.993 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 269B | 0% |
| Annual Yield % from dividends | 2.03 | 1.07 | 191% |
| Returns for 1 year | -2.79 | 8.53 | -33% |
| Returns for 3 years | 20.45 | 34.81 | 59% |
| Returns for 5 years | 20.98 | 30.69 | 68% |
| Returns for 10 years | 104.47 | 65.92 | 158% |
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