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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.29
Change-$0.32 (-1.93%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$34.23
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
AWIIX vs BALFX Comparison Chart
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AWIIX vs. BALFX commentary
Dec 19, 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: 241B vs. AWIIX (714M). 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). AWIIX (12.91) and BALFX (12.54) have marching annual gain over last year. AWIIX return over 5 years is better than : 44.36 vs. BALFX (32.57).
| 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 | 12.498 | 11.522 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 241B | 0% |
| Annual Yield % from dividends | 2.28 | 2.21 | 103% |
| Returns for 1 year | 12.91 | 12.54 | 103% |
| Returns for 3 years | 10.49 | 11.70 | 90% |
| Returns for 5 years | 44.36 | 32.57 | 136% |
| Returns for 10 years | 108.76 | 46.34 | 235% |
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