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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$15.37
Change-$0.37 (-2.35%)
VolumeN/A
Net Assets687.6M
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
AWIIX vs CLBAX Comparison Chart
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AWIIX vs. CLBAX commentary
Apr 04, 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 StrongBuy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. AWIIX (688M). 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). AWIIX annual gain was more profitable for investors over the last year : 4.98 vs. CLBAX (1.36). AWIIX return over 5 years is better than : 65.60 vs. CLBAX (48.07).
| AWIIX | CLBAX | AWIIX / CLBAX | |
| Total Expense Ratio | 0.69 | 0.60 | 115% |
| Annual Report Gross Expense Ratio | 0.69 | 0.60 | 115% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 0.255 | -2.148 | -12% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 235B | 0% |
| Annual Yield % from dividends | 1.80 | 1.98 | 91% |
| Returns for 1 year | 4.98 | 1.36 | 367% |
| Returns for 3 years | 9.63 | 10.33 | 93% |
| Returns for 5 years | 65.60 | 48.07 | 136% |
| Returns for 10 years | 93.08 | 59.69 | 156% |
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