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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$16.15
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets665.72M
American Funds American Balanced R3
Price$36.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets253.85B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. AWIIX (666M). 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 : 8.57 vs. AWIIX (3.88). AWIIX return over 5 years is better than : 41.11 vs. RLBCX (36.77).
| 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 | 3.802 | 8.624 | 44% |
| 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 | 1.57 | 75% |
| Returns for 1 year | 3.88 | 8.57 | 45% |
| Returns for 3 years | 20.52 | 29.93 | 69% |
| Returns for 5 years | 41.11 | 36.77 | 112% |
| Returns for 10 years | 107.09 | 60.72 | 176% |
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