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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$15.37
Change-$0.37 (-2.35%)
VolumeN/A
Net Assets687.6M
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
AWIIX vs BALFX Comparison Chart
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AWIIX vs. BALFX commentary
Apr 04, 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 StrongBuy and BALFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. AWIIX (688M). BALFX pays higher dividends than AWIIX: BALFX (1.95) vs AWIIX (1.80). AWIIX was incepted earlier than BALFX: AWIIX (11 years) vs BALFX (24 years). AWIIX (0.69) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. AWIIX (19.00). BALFX has a lower initial minimum investment than AWIIX: BALFX (250) vs AWIIX (250000). AWIIX annual gain was more profitable for investors over the last year : 4.98 vs. BALFX (1.33). AWIIX return over 5 years is better than : 65.60 vs. BALFX (45.99).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 0.255 | -2.155 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 235B | 0% |
| Annual Yield % from dividends | 1.80 | 1.95 | 92% |
| Returns for 1 year | 4.98 | 1.33 | 375% |
| Returns for 3 years | 9.63 | 9.14 | 105% |
| Returns for 5 years | 65.60 | 45.99 | 143% |
| Returns for 10 years | 93.08 | 47.77 | 195% |