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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-$0.12 (-0.72%)
VolumeN/A
Net Assets634.5M
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX commentary
Nov 14, 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: 269B vs. AWIIX (634M). AWIIX pays higher dividends than RLBCX: AWIIX (2.05) vs RLBCX (1.46). 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 : 8.39 vs. AWIIX (2.76). RLBCX return over 5 years is better than : 37.74 vs. AWIIX (35.23).
| 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 | 6.829 | 14.512 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 269B | 0% |
| Annual Yield % from dividends | 2.05 | 1.46 | 140% |
| Returns for 1 year | 2.76 | 8.39 | 33% |
| Returns for 3 years | 30.40 | 41.39 | 73% |
| Returns for 5 years | 35.23 | 37.74 | 93% |
| Returns for 10 years | 119.01 | 70.87 | 168% |
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