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AWIIX vs RLBEX
AWIIX vs RLBEX Comparison
Open Charts AWIIX vs RLBEX
CIBC Atlas Income Opportunities Instl
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets667.36M
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
AWIIX vs RLBEX Comparison Chart
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AWIIX vs. RLBEX commentary
Jun 16, 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: 244B vs. AWIIX (667M). RLBEX pays higher dividends than AWIIX: RLBEX (1.90) vs AWIIX (1.78). 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 : 5.25 vs. AWIIX (3.53). AWIIX return over 5 years is better than : 45.52 vs. RLBEX (38.29).
| 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 | 1.401 | 4.423 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 667M | 244B | 0% |
| Annual Yield % from dividends | 1.78 | 1.90 | 94% |
| Returns for 1 year | 3.53 | 5.25 | 67% |
| Returns for 3 years | 27.72 | 32.58 | 85% |
| Returns for 5 years | 45.52 | 38.29 | 119% |
| Returns for 10 years | 98.75 | 59.72 | 165% |
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