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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$16.67
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets632.81M
American Funds American Balanced R3
Price$39.50
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX commentary
Dec 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. AWIIX (633M). AWIIX pays higher dividends than RLBCX: AWIIX (2.03) vs RLBCX (1.44). AWIIX was incepted earlier than RLBCX: AWIIX (11 years) vs RLBCX (24 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 : 8.76 vs. AWIIX (1.95). RLBCX return over 5 years is better than : 36.83 vs. AWIIX (33.05).
| 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 | 24 years | - |
| Gain YTD | 7.734 | 16.578 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 269B | 0% |
| Annual Yield % from dividends | 2.03 | 1.44 | 141% |
| Returns for 1 year | 1.95 | 8.76 | 22% |
| Returns for 3 years | 29.13 | 41.19 | 71% |
| Returns for 5 years | 33.05 | 36.83 | 90% |
| Returns for 10 years | 123.44 | 72.35 | 171% |
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