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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.25
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets663.37M
American Funds American Balanced F1
Price$37.45
Change+$0.33 (+0.89%)
VolumeN/A
Net Assets253.74B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Aug 13, 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: 254B vs. AWIIX (663M). AWIIX pays higher dividends than BALFX: AWIIX (2.07) vs BALFX (1.79). 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 : 10.53 vs. AWIIX (5.07). BALFX (38.02) and AWIIX (37.63) have equivalent 5 years return.
| 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 | 3.866 | 9.835 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 254B | 0% |
| Annual Yield % from dividends | 2.07 | 1.79 | 115% |
| Returns for 1 year | 5.07 | 10.53 | 48% |
| Returns for 3 years | 18.13 | 29.86 | 61% |
| Returns for 5 years | 37.63 | 38.02 | 99% |
| Returns for 10 years | 107.85 | 66.41 | 162% |