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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$16.74
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets633.44M
American Funds American Balanced R1
Price$39.56
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets269.83B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Nov 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. AWIIX (633M). AWIIX pays higher dividends than RLBAX: AWIIX (2.05) vs RLBAX (1.08). AWIIX was incepted earlier than RLBAX: AWIIX (11 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than AWIIX (0.68). 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 : 10.04 vs. AWIIX (2.14). RLBAX return over 5 years is better than : 36.64 vs. AWIIX (34.50).
| AWIIX | RLBAX | AWIIX / RLBAX | |
| Total Expense Ratio | 0.68 | 1.31 | 52% |
| Annual Report Gross Expense Ratio | 0.68 | 1.31 | 52% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 7.734 | 16.720 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 270B | 0% |
| Annual Yield % from dividends | 2.05 | 1.08 | 189% |
| Returns for 1 year | 2.14 | 10.04 | 21% |
| Returns for 3 years | 30.55 | 41.54 | 74% |
| Returns for 5 years | 34.50 | 36.64 | 94% |
| Returns for 10 years | 119.26 | 67.36 | 177% |
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