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AWIIX vs RLBAX
AWIIX vs RLBAX Comparison
Open Charts AWIIX vs RLBAX
CIBC Atlas Income Opportunities Instl
Price$15.86
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets705.13M
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
AWIIX vs RLBAX Comparison Chart
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AWIIX vs. RLBAX commentary
Jan 19, 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: 240B vs. AWIIX (705M). 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 : 11.41 vs. AWIIX (8.92). AWIIX return over 5 years is better than : 35.46 vs. RLBAX (25.82).
| 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 | 1.019 | 1.911 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 240B | 0% |
| Annual Yield % from dividends | 2.28 | 1.59 | 143% |
| Returns for 1 year | 8.92 | 11.41 | 78% |
| Returns for 3 years | 10.42 | 10.53 | 99% |
| Returns for 5 years | 35.46 | 25.82 | 137% |
| Returns for 10 years | 101.50 | 49.89 | 203% |