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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$15.63
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets671.23M
American Funds American Balanced 529A
Price$34.83
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
AWIIX vs CLBAX Comparison Chart
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AWIIX vs. CLBAX commentary
May 23, 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: 238B vs. AWIIX (671M). CLBAX pays higher dividends than AWIIX: CLBAX (1.98) vs AWIIX (1.82). AWIIX was incepted earlier than CLBAX: AWIIX (11 years) vs CLBAX (23 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 : 4.76 vs. AWIIX (2.24). AWIIX return over 5 years is better than : 47.18 vs. CLBAX (39.81).
| 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 | 23 years | - |
| Gain YTD | -0.318 | 1.980 | -16% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 238B | 0% |
| Annual Yield % from dividends | 1.82 | 1.98 | 92% |
| Returns for 1 year | 2.24 | 4.76 | 47% |
| Returns for 3 years | 19.71 | 23.84 | 83% |
| Returns for 5 years | 47.18 | 39.81 | 119% |
| Returns for 10 years | 91.97 | 64.51 | 143% |
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