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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets673.52M
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
AWIIX vs BALFX Comparison Chart
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AWIIX vs. BALFX commentary
Jun 14, 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: 247B vs. AWIIX (674M). BALFX pays higher dividends than AWIIX: BALFX (1.88) vs AWIIX (1.78). 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 : 5.26 vs. AWIIX (4.45). AWIIX return over 5 years is better than : 46.80 vs. BALFX (38.20).
| 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 | 2.293 | 4.438 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 247B | 0% |
| Annual Yield % from dividends | 1.78 | 1.88 | 94% |
| Returns for 1 year | 4.45 | 5.26 | 85% |
| Returns for 3 years | 28.84 | 32.52 | 89% |
| Returns for 5 years | 46.80 | 38.20 | 123% |
| Returns for 10 years | 100.50 | 57.60 | 174% |
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