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AWIIX vs RLBEX
AWIIX vs RLBEX Comparison
Open Charts AWIIX vs RLBEX
CIBC Atlas Income Opportunities Instl
Price$16.53
Change-$0.12 (-0.72%)
VolumeN/A
Net Assets634.5M
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
AWIIX vs RLBEX Comparison Chart in %
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AWIIX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. AWIIX (634M). AWIIX pays higher dividends than RLBEX: AWIIX (2.05) vs RLBEX (1.71). 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 : 8.72 vs. AWIIX (2.76). RLBEX return over 5 years is better than : 39.52 vs. AWIIX (35.23).
| 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 | 6.829 | 14.778 | 46% |
| 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 | 1.71 | 120% |
| Returns for 1 year | 2.76 | 8.72 | 32% |
| Returns for 3 years | 30.40 | 42.57 | 71% |
| Returns for 5 years | 35.23 | 39.52 | 89% |
| Returns for 10 years | 119.01 | 76.34 | 156% |
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