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AWIIX vs BALFX
AWIIX vs BALFX Comparison
Open Charts AWIIX vs BALFX
CIBC Atlas Income Opportunities Instl
Price$16.41
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced F1
Price$36.43
Change-$0.16 (-0.44%)
VolumeN/A
CapitalizationN/A
AWIIX vs BALFX Comparison Chart
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AWIIX vs. BALFX commentary
Nov 15, 2024
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: 239B vs. AWIIX (710M). AWIIX (2.28) and BALFX (2.21) have matching dividends . AWIIX was incepted earlier than BALFX: AWIIX (10 years) vs BALFX (24 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. AWIIX (28.00). 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 : 22.14 vs. AWIIX (17.48). AWIIX return over 5 years is better than : 45.35 vs. BALFX (35.99).
| AWIIX | BALFX | AWIIX / BALFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 11.143 | 15.039 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 239B | 0% |
| Annual Yield % from dividends | 2.28 | 2.21 | 103% |
| Returns for 1 year | 17.48 | 22.14 | 79% |
| Returns for 3 years | 9.71 | 11.44 | 85% |
| Returns for 5 years | 45.35 | 35.99 | 126% |
| Returns for 10 years | 106.86 | 52.41 | 204% |
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