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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$15.86
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets705.13M
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
AWIIX vs CLBAX Comparison Chart
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AWIIX vs. CLBAX commentary
Jan 19, 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 CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. AWIIX (705M). AWIIX (2.28) and CLBAX (2.23) have matching dividends . AWIIX was incepted earlier than CLBAX: AWIIX (11 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). CLBAX annual gain was more profitable for investors over the last year : 12.29 vs. AWIIX (8.92). AWIIX return over 5 years is better than : 35.46 vs. CLBAX (31.49).
| AWIIX | CLBAX | AWIIX / CLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.019 | 1.956 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 240B | 0% |
| Annual Yield % from dividends | 2.28 | 2.23 | 102% |
| Returns for 1 year | 8.92 | 12.29 | 73% |
| Returns for 3 years | 10.42 | 13.84 | 75% |
| Returns for 5 years | 35.46 | 31.49 | 113% |
| Returns for 10 years | 101.50 | 69.06 | 147% |
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