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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.48
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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AWIIX vs BALFX Comparison Chart
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AWIIX vs. BALFX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. AWIIX (713M). AWIIX (2.28) and BALFX (2.21) have matching dividends . AWIIX was incepted earlier than BALFX: AWIIX (10 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. AWIIX (28.00). BALFX has a lower initial minimum investment than AWIIX: BALFX (250) vs AWIIX (250000). BALFX annual gain was more profitable for investors over the last year : 24.37 vs. AWIIX (20.32). AWIIX return over 5 years is better than : 48.67 vs. BALFX (38.99).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 11.063 | 13.997 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 236B | 0% |
| Annual Yield % from dividends | 2.28 | 2.21 | 103% |
| Returns for 1 year | 20.32 | 24.37 | 83% |
| Returns for 3 years | 15.16 | 14.75 | 103% |
| Returns for 5 years | 48.67 | 38.99 | 125% |
| Returns for 10 years | 110.89 | 53.86 | 206% |
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