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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$16.05
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets667.89M
American Funds American Balanced R3
Price$36.62
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. AWIIX (668M). RLBCX pays higher dividends than AWIIX: RLBCX (1.57) vs AWIIX (1.17). AWIIX was incepted earlier than RLBCX: AWIIX (11 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than AWIIX (0.69). RLBCX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). RLBCX has a lower initial minimum investment than AWIIX: RLBCX (250) vs AWIIX (250000). RLBCX annual gain was more profitable for investors over the last year : 7.12 vs. AWIIX (2.85). AWIIX return over 5 years is better than : 41.91 vs. RLBCX (37.00).
| AWIIX | RLBCX | AWIIX / RLBCX | |
| Total Expense Ratio | 0.69 | 0.89 | 78% |
| Annual Report Gross Expense Ratio | 0.69 | 0.89 | 78% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.159 | 7.858 | 40% |
| 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 | 1.57 | 75% |
| Returns for 1 year | 2.85 | 7.12 | 40% |
| Returns for 3 years | 24.46 | 32.82 | 75% |
| Returns for 5 years | 41.91 | 37.00 | 113% |
| Returns for 10 years | 104.57 | 59.46 | 176% |