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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$16.39
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets660.37M
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Sep 06, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. AWIIX (660M). AWIIX pays higher dividends than RLBAX: AWIIX (2.03) vs RLBAX (1.15). AWIIX was incepted earlier than RLBAX: AWIIX (11 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than AWIIX (0.69). RLBAX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). RLBAX has a lower initial minimum investment than AWIIX: RLBAX (250) vs AWIIX (250000). RLBAX annual gain was more profitable for investors over the last year : 9.12 vs. AWIIX (3.34). AWIIX return over 5 years is better than : 38.53 vs. RLBAX (35.40).
| AWIIX | RLBAX | AWIIX / RLBAX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 5.344 | 10.805 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 258B | 0% |
| Annual Yield % from dividends | 2.03 | 1.15 | 176% |
| Returns for 1 year | 3.34 | 9.12 | 37% |
| Returns for 3 years | 27.74 | 37.15 | 75% |
| Returns for 5 years | 38.53 | 35.40 | 109% |
| Returns for 10 years | 117.87 | 67.71 | 174% |
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