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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$16.29
Change-$0.32 (-1.93%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
AWIIX vs CLBAX Comparison Chart
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AWIIX vs. CLBAX commentary
Dec 19, 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 StrongBuy and CLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. AWIIX (714M). AWIIX (2.28) and CLBAX (2.23) have matching dividends . AWIIX was incepted earlier than CLBAX: AWIIX (10 years) vs CLBAX (23 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. AWIIX (28.00). CLBAX has a lower initial minimum investment than AWIIX: CLBAX (250) vs AWIIX (250000). AWIIX (12.91) and CLBAX (12.51) have marching annual gain over last year. AWIIX return over 5 years is better than : 44.36 vs. CLBAX (34.39).
| AWIIX | CLBAX | AWIIX / CLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 12.498 | 11.523 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 241B | 0% |
| Annual Yield % from dividends | 2.28 | 2.23 | 102% |
| Returns for 1 year | 12.91 | 12.51 | 103% |
| Returns for 3 years | 10.49 | 13.21 | 79% |
| Returns for 5 years | 44.36 | 34.39 | 129% |
| Returns for 10 years | 108.76 | 58.66 | 185% |
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