AWIIX
Price
$15.32
Change
+$0.14 (+0.92%)
Updated
Apr 24 closing price
Net Assets
656.16M
BALFX
Price
$33.67
Change
+$0.43 (+1.29%)
Updated
Apr 24 closing price
Net Assets
226.9B
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AWIIX vs BALFX

Header iconAWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFXBanner chart's image
CIBC Atlas Income Opportunities Instl
Price$15.32
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets656.16M
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
AWIIX vs BALFX Comparison Chart
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AWIIX vs. BALFX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 227B vs. AWIIX (656M). BALFX pays higher dividends than AWIIX: BALFX (1.95) vs AWIIX (1.80). AWIIX was incepted earlier than BALFX: AWIIX (11 years) vs BALFX (24 years). AWIIX (0.69) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 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 : 4.16 vs. AWIIX (2.72). AWIIX return over 5 years is better than : 46.11 vs. BALFX (35.61).
AWIIXBALFXAWIIX / BALFX
Total Expense Ratio0.690.62111%
Annual Report Gross Expense Ratio0.690.62111%
Fund Existence11 years24 years-
Gain YTD-3.312-1.541215%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets656M227B0%
Annual Yield % from dividends1.801.9592%
Returns for 1 year2.724.1665%
Returns for 3 years10.4914.3773%
Returns for 5 years46.1135.61129%
Returns for 10 years85.1346.93181%
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