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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$15.19
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets609.29M
American Funds American Balanced R3
Price$37.39
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. AWIIX (609M). AWIIX pays higher dividends than RLBCX: AWIIX (2.03) vs RLBCX (1.44). AWIIX was incepted earlier than RLBCX: AWIIX (12 years) vs RLBCX (24 years). RLBCX (0.89) is less costly to investors than AWIIX (0.68). 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 : 8.88 vs. AWIIX (-2.79). RLBCX return over 5 years is better than : 32.94 vs. AWIIX (20.98).
| AWIIX | RLBCX | AWIIX / RLBCX | |
| Total Expense Ratio | 0.68 | 0.89 | 76% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -1.831 | 10.350 | -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 | 1.44 | 141% |
| Returns for 1 year | -2.79 | 8.88 | -31% |
| Returns for 3 years | 20.45 | 36.46 | 56% |
| Returns for 5 years | 20.98 | 32.94 | 64% |
| Returns for 10 years | 104.47 | 70.46 | 148% |
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