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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$16.05
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets667.89M
American Funds American Balanced R1
Price$36.51
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
AWIIX vs RLBAX Comparison Chart in %
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AWIIX vs. RLBAX commentary
Jul 22, 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: 252B vs. AWIIX (668M). RLBAX (1.18) and AWIIX (1.17) have matching dividends . 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 : 6.69 vs. AWIIX (2.85). AWIIX return over 5 years is better than : 41.91 vs. RLBAX (34.58).
| 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 | 3.159 | 7.622 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 252B | 0% |
| Annual Yield % from dividends | 1.17 | 1.18 | 99% |
| Returns for 1 year | 2.85 | 6.69 | 43% |
| Returns for 3 years | 24.46 | 31.36 | 78% |
| Returns for 5 years | 41.91 | 34.58 | 121% |
| Returns for 10 years | 104.57 | 55.49 | 188% |
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