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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$14.89
Change-$1.66 (-10.03%)
VolumeN/A
Net Assets574.57M
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. AWIIX (575M). AWIIX pays higher dividends than RLBCX: AWIIX (2.35) vs RLBCX (1.62). 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 (24.00). 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 : 10.97 vs. AWIIX (-4.34). RLBCX return over 5 years is better than : 33.82 vs. AWIIX (17.77).
| 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 | -0.468 | 2.445 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 270B | 0% |
| Annual Yield % from dividends | 2.35 | 1.62 | 145% |
| Returns for 1 year | -4.34 | 10.97 | -40% |
| Returns for 3 years | 14.30 | 35.49 | 40% |
| Returns for 5 years | 17.77 | 33.82 | 53% |
| Returns for 10 years | 114.21 | 84.49 | 135% |
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