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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$15.97
Change-$0.09 (-0.56%)
VolumeN/A
Net Assets708.51M
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
AWIIX vs RLBAX Comparison Chart
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AWIIX vs. RLBAX commentary
Feb 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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. AWIIX (709M). AWIIX pays higher dividends than RLBAX: AWIIX (2.28) vs RLBAX (1.59). AWIIX was incepted earlier than RLBAX: AWIIX (11 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. AWIIX (28.00). 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 : 8.36 vs. AWIIX (7.09). AWIIX return over 5 years is better than : 35.98 vs. RLBAX (26.04).
| AWIIX | RLBAX | AWIIX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.720 | 2.764 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 242B | 0% |
| Annual Yield % from dividends | 2.28 | 1.59 | 143% |
| Returns for 1 year | 7.09 | 8.36 | 85% |
| Returns for 3 years | 15.46 | 15.63 | 99% |
| Returns for 5 years | 35.98 | 26.04 | 138% |
| Returns for 10 years | 95.31 | 46.53 | 205% |
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