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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$16.25
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets663.37M
American Funds American Balanced 529A
Price$37.40
Change+$0.32 (+0.86%)
VolumeN/A
Net Assets253.74B
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX commentary
Aug 13, 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: 254B vs. AWIIX (663M). AWIIX pays higher dividends than CLBAX: AWIIX (2.07) vs CLBAX (1.82). AWIIX was incepted earlier than CLBAX: AWIIX (11 years) vs CLBAX (24 years). AWIIX (0.69) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). 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 : 10.55 vs. AWIIX (5.07). CLBAX return over 5 years is better than : 39.94 vs. AWIIX (37.63).
| AWIIX | CLBAX | AWIIX / CLBAX | |
| Total Expense Ratio | 0.69 | 0.58 | 119% |
| Annual Report Gross Expense Ratio | 0.69 | 0.58 | 119% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 3.866 | 9.835 | 39% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 254B | 0% |
| Annual Yield % from dividends | 2.07 | 1.82 | 113% |
| Returns for 1 year | 5.07 | 10.55 | 48% |
| Returns for 3 years | 18.13 | 30.92 | 59% |
| Returns for 5 years | 37.63 | 39.94 | 94% |
| Returns for 10 years | 107.85 | 79.14 | 136% |