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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets673.52M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
AWIIX vs RLBAX Comparison Chart
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AWIIX vs. RLBAX commentary
Jun 14, 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: 247B vs. AWIIX (674M). AWIIX pays higher dividends than RLBAX: AWIIX (1.78) vs RLBAX (1.23). 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 : 6.02 vs. AWIIX (4.45). AWIIX return over 5 years is better than : 46.80 vs. RLBAX (35.22).
| 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 | 2.293 | 4.998 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 247B | 0% |
| Annual Yield % from dividends | 1.78 | 1.23 | 145% |
| Returns for 1 year | 4.45 | 6.02 | 74% |
| Returns for 3 years | 28.84 | 30.47 | 95% |
| Returns for 5 years | 46.80 | 35.22 | 133% |
| Returns for 10 years | 100.50 | 53.24 | 189% |
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