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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$16.63
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets654.62M
American Funds American Balanced R1
Price$38.73
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. AWIIX (655M). AWIIX pays higher dividends than RLBAX: AWIIX (2.06) vs RLBAX (1.10). 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 : 9.08 vs. AWIIX (4.21). AWIIX (39.51) and RLBAX (38.13) have equivalent 5 years return.
| 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 | 7.217 | 14.271 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 266B | 0% |
| Annual Yield % from dividends | 2.06 | 1.10 | 187% |
| Returns for 1 year | 4.21 | 9.08 | 46% |
| Returns for 3 years | 37.99 | 48.64 | 78% |
| Returns for 5 years | 39.51 | 38.13 | 104% |
| Returns for 10 years | 119.12 | 69.46 | 171% |
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