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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$15.32
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets656.16M
American Funds American Balanced R1
Price$33.37
Change+$0.43 (+1.31%)
VolumeN/A
Net Assets226.9B
AWIIX vs RLBAX Comparison Chart
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AWIIX vs. RLBAX commentary
Apr 25, 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: 227B vs. AWIIX (656M). AWIIX pays higher dividends than RLBAX: AWIIX (1.80) vs RLBAX (1.27). AWIIX was incepted earlier than RLBAX: AWIIX (11 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than AWIIX (0.69). RLBAX is a more actively managed with annual turnover of: 171.00 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 : 3.37 vs. AWIIX (2.72). AWIIX return over 5 years is better than : 46.11 vs. RLBAX (31.54).
| AWIIX | RLBAX | AWIIX / RLBAX | |
| Total Expense Ratio | 0.69 | 1.33 | 52% |
| Annual Report Gross Expense Ratio | 0.69 | 1.33 | 52% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -3.312 | -1.759 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 227B | 0% |
| Annual Yield % from dividends | 1.80 | 1.27 | 141% |
| Returns for 1 year | 2.72 | 3.37 | 81% |
| Returns for 3 years | 10.49 | 12.43 | 84% |
| Returns for 5 years | 46.11 | 31.54 | 146% |
| Returns for 10 years | 85.13 | 41.03 | 207% |
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