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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$15.86
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets705.13M
American Funds American Balanced F1
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
AWIIX vs BALFX Comparison Chart
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AWIIX vs. BALFX commentary
Jan 19, 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: 240B vs. AWIIX (705M). AWIIX (2.28) and BALFX (2.21) have matching dividends . AWIIX was incepted earlier than BALFX: AWIIX (11 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 : 12.25 vs. AWIIX (8.92). AWIIX return over 5 years is better than : 35.46 vs. BALFX (29.72).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 1.019 | 1.953 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 240B | 0% |
| Annual Yield % from dividends | 2.28 | 2.21 | 103% |
| Returns for 1 year | 8.92 | 12.25 | 73% |
| Returns for 3 years | 10.42 | 12.28 | 85% |
| Returns for 5 years | 35.46 | 29.72 | 119% |
| Returns for 10 years | 101.50 | 55.85 | 182% |
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