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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$16.29
Change-$0.32 (-1.93%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
AWIIX vs RLBAX Comparison Chart
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AWIIX vs. RLBAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. AWIIX (714M). AWIIX pays higher dividends than RLBAX: AWIIX (2.28) vs RLBAX (1.59). AWIIX was incepted earlier than RLBAX: AWIIX (10 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). AWIIX annual gain was more profitable for investors over the last year : 12.91 vs. RLBAX (8.86). AWIIX return over 5 years is better than : 44.36 vs. RLBAX (25.61).
| AWIIX | RLBAX | AWIIX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 12.498 | 8.411 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 241B | 0% |
| Annual Yield % from dividends | 2.28 | 1.59 | 143% |
| Returns for 1 year | 12.91 | 8.86 | 146% |
| Returns for 3 years | 10.49 | 7.63 | 137% |
| Returns for 5 years | 44.36 | 25.61 | 173% |
| Returns for 10 years | 108.76 | 37.76 | 288% |
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