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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.74
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets633.44M
American Funds American Balanced F1
Price$39.95
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets269.83B
AWIIX vs BALFX Comparison Chart in %
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AWIIX vs. BALFX commentary
Nov 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. AWIIX (633M). AWIIX pays higher dividends than BALFX: AWIIX (2.05) vs BALFX (1.70). AWIIX was incepted earlier than BALFX: AWIIX (11 years) vs BALFX (25 years). AWIIX (0.68) 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 : 10.86 vs. AWIIX (2.14). BALFX return over 5 years is better than : 40.85 vs. AWIIX (34.50).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | 0.68 | 0.61 | 111% |
| Annual Report Gross Expense Ratio | 0.68 | 0.61 | 111% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 7.734 | 17.485 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 270B | 0% |
| Annual Yield % from dividends | 2.05 | 1.70 | 121% |
| Returns for 1 year | 2.14 | 10.86 | 20% |
| Returns for 3 years | 30.55 | 44.44 | 69% |
| Returns for 5 years | 34.50 | 40.85 | 84% |
| Returns for 10 years | 119.26 | 74.97 | 159% |
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