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AWIIX vs CLBAX
AWIIX vs CLBAX Comparison
Open Charts AWIIX vs CLBAX
CIBC Atlas Income Opportunities Instl
Price$16.63
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets654.62M
American Funds American Balanced 529A
Price$39.02
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
AWIIX vs CLBAX Comparison Chart in %
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AWIIX vs. CLBAX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. AWIIX (655M). AWIIX pays higher dividends than CLBAX: AWIIX (2.06) vs CLBAX (1.76). 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 : 9.94 vs. AWIIX (4.21). CLBAX return over 5 years is better than : 44.34 vs. AWIIX (39.51).
| 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 | 7.217 | 14.921 | 48% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 266B | 0% |
| Annual Yield % from dividends | 2.06 | 1.76 | 117% |
| Returns for 1 year | 4.21 | 9.94 | 42% |
| Returns for 3 years | 37.99 | 52.52 | 72% |
| Returns for 5 years | 39.51 | 44.34 | 89% |
| Returns for 10 years | 119.12 | 89.99 | 132% |
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