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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$16.53
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets646.58M
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX commentary
Oct 18, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. AWIIX (647M). AWIIX pays higher dividends than RLBCX: AWIIX (2.06) vs RLBCX (1.49). 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 : 8.38 vs. AWIIX (1.83). RLBCX (40.09) and AWIIX (38.46) have equivalent 5 years return.
| 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 | 6.571 | 14.246 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 265B | 0% |
| Annual Yield % from dividends | 2.06 | 1.49 | 138% |
| Returns for 1 year | 1.83 | 8.38 | 22% |
| Returns for 3 years | 37.05 | 50.16 | 74% |
| Returns for 5 years | 38.46 | 40.09 | 96% |
| Returns for 10 years | 117.35 | 71.93 | 163% |
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