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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$15.63
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets671.23M
American Funds American Balanced F1
Price$34.87
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
AWIIX vs BALFX Comparison Chart
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AWIIX vs. BALFX commentary
May 23, 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 BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 238B vs. AWIIX (671M). BALFX pays higher dividends than AWIIX: BALFX (1.95) vs AWIIX (1.82). AWIIX was incepted earlier than BALFX: AWIIX (11 years) vs BALFX (24 years). AWIIX (0.69) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). 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 : 4.73 vs. AWIIX (2.24). AWIIX return over 5 years is better than : 47.18 vs. BALFX (37.91).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | 0.69 | 0.61 | 113% |
| Annual Report Gross Expense Ratio | 0.69 | 0.61 | 113% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -0.318 | 1.969 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 238B | 0% |
| Annual Yield % from dividends | 1.82 | 1.95 | 93% |
| Returns for 1 year | 2.24 | 4.73 | 47% |
| Returns for 3 years | 19.71 | 22.49 | 88% |
| Returns for 5 years | 47.18 | 37.91 | 124% |
| Returns for 10 years | 91.97 | 52.16 | 176% |
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