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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$16.08
Change-$0.08 (-0.50%)
VolumeN/A
Net Assets677.59M
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX commentary
Jul 08, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. AWIIX (678M). RLBCX pays higher dividends than AWIIX: RLBCX (1.57) vs AWIIX (1.17). AWIIX was incepted earlier than RLBCX: AWIIX (11 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than AWIIX (0.69). RLBCX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). RLBCX has a lower initial minimum investment than AWIIX: RLBCX (250) vs AWIIX (250000). RLBCX annual gain was more profitable for investors over the last year : 7.52 vs. AWIIX (5.54). AWIIX return over 5 years is better than : 46.26 vs. RLBCX (39.59).
| AWIIX | RLBCX | AWIIX / RLBCX | |
| Total Expense Ratio | 0.69 | 0.89 | 78% |
| Annual Report Gross Expense Ratio | 0.69 | 0.89 | 78% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.866 | 7.917 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 252B | 0% |
| Annual Yield % from dividends | 1.17 | 1.57 | 75% |
| Returns for 1 year | 5.54 | 7.52 | 74% |
| Returns for 3 years | 27.81 | 34.01 | 82% |
| Returns for 5 years | 46.26 | 39.59 | 117% |
| Returns for 10 years | 105.56 | 62.14 | 170% |
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