Interact to see
Advertisement
Advertisement
AWIIX vs RLBEX
AWIIX vs RLBEX Comparison
Open Charts AWIIX vs RLBEX
CIBC Atlas Income Opportunities Instl
Price$16.15
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets665.72M
American Funds American Balanced R4
Price$37.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets253.85B
AWIIX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWIIX vs. RLBEX commentary
Jul 31, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. AWIIX (666M). RLBEX pays higher dividends than AWIIX: RLBEX (1.83) vs AWIIX (1.17). AWIIX was incepted earlier than RLBEX: AWIIX (11 years) vs RLBEX (23 years). AWIIX (0.69) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). RLBEX has a lower initial minimum investment than AWIIX: RLBEX (250) vs AWIIX (250000). RLBEX annual gain was more profitable for investors over the last year : 8.90 vs. AWIIX (3.88). AWIIX return over 5 years is better than : 41.11 vs. RLBEX (38.52).
| AWIIX | RLBEX | AWIIX / RLBEX | |
| Total Expense Ratio | 0.69 | 0.59 | 117% |
| Annual Report Gross Expense Ratio | 0.69 | 0.59 | 117% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.802 | 8.797 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 254B | 0% |
| Annual Yield % from dividends | 1.17 | 1.83 | 64% |
| Returns for 1 year | 3.88 | 8.90 | 44% |
| Returns for 3 years | 20.52 | 31.00 | 66% |
| Returns for 5 years | 41.11 | 38.52 | 107% |
| Returns for 10 years | 107.09 | 65.81 | 163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement