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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$15.63
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets671.23M
American Funds American Balanced R1
Price$34.54
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
AWIIX vs RLBAX Comparison Chart
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AWIIX vs. RLBAX 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. AWIIX (671M). AWIIX pays higher dividends than RLBAX: AWIIX (1.82) vs RLBAX (1.28). 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 : 3.94 vs. AWIIX (2.24). AWIIX return over 5 years is better than : 47.18 vs. RLBAX (33.77).
| 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 | -0.318 | 1.685 | -19% |
| Front Load | N/A | N/A | - |
| 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 | 1.28 | 143% |
| Returns for 1 year | 2.24 | 3.94 | 57% |
| Returns for 3 years | 19.71 | 20.37 | 97% |
| Returns for 5 years | 47.18 | 33.77 | 140% |
| Returns for 10 years | 91.97 | 46.09 | 200% |
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