AWIIX
Price
$15.32
Change
+$0.14 (+0.92%)
Updated
Apr 24 closing price
Net Assets
656.16M
CLBAX
Price
$33.63
Change
+$0.43 (+1.30%)
Updated
Apr 24 closing price
Net Assets
226.9B
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AWIIX vs CLBAX

Header iconAWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAXBanner chart's image
CIBC Atlas Income Opportunities Instl
Price$15.32
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets656.16M
American Funds American Balanced 529A
Price$33.63
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
AWIIX vs CLBAX Comparison Chart
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AWIIX vs. CLBAX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 227B vs. AWIIX (656M). CLBAX pays higher dividends than AWIIX: CLBAX (1.98) vs AWIIX (1.80). AWIIX was incepted earlier than CLBAX: AWIIX (11 years) vs CLBAX (23 years). AWIIX (0.69) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 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 : 4.16 vs. AWIIX (2.72). AWIIX return over 5 years is better than : 46.11 vs. CLBAX (37.48).
AWIIXCLBAXAWIIX / CLBAX
Total Expense Ratio0.690.60115%
Annual Report Gross Expense Ratio0.690.60115%
Fund Existence11 years23 years-
Gain YTD-3.312-1.533216%
Front LoadN/A4%-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets656M227B0%
Annual Yield % from dividends1.801.9891%
Returns for 1 year2.724.1665%
Returns for 3 years10.4915.6667%
Returns for 5 years46.1137.48123%
Returns for 10 years85.1358.78145%
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