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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.39
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets660.37M
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Sep 06, 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 StrongBuy and BALFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. AWIIX (660M). AWIIX pays higher dividends than BALFX: AWIIX (2.03) vs BALFX (1.77). 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 : 9.94 vs. AWIIX (3.34). BALFX (39.60) and AWIIX (38.53) 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 | 5.344 | 11.360 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 258B | 0% |
| Annual Yield % from dividends | 2.03 | 1.77 | 115% |
| Returns for 1 year | 3.34 | 9.94 | 34% |
| Returns for 3 years | 27.74 | 39.77 | 70% |
| Returns for 5 years | 38.53 | 39.60 | 97% |
| Returns for 10 years | 117.87 | 75.07 | 157% |
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