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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$15.37
Change-$0.37 (-2.35%)
VolumeN/A
Net Assets687.6M
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
AWIIX vs RLBAX Comparison Chart
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AWIIX vs. RLBAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. AWIIX (688M). 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). AWIIX annual gain was more profitable for investors over the last year : 4.98 vs. RLBAX (0.57). AWIIX return over 5 years is better than : 65.60 vs. RLBAX (41.60).
| 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 | 0.255 | -2.348 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 235B | 0% |
| Annual Yield % from dividends | 1.80 | 1.27 | 141% |
| Returns for 1 year | 4.98 | 0.57 | 875% |
| Returns for 3 years | 9.63 | 7.24 | 133% |
| Returns for 5 years | 65.60 | 41.60 | 158% |
| Returns for 10 years | 93.08 | 41.83 | 223% |
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