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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$15.37
Change-$0.37 (-2.35%)
VolumeN/A
Net Assets687.6M
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
AWIIX vs RLBCX Comparison Chart
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AWIIX vs. RLBCX commentary
Apr 04, 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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. AWIIX (688M). AWIIX pays higher dividends than RLBCX: AWIIX (1.80) vs RLBCX (1.69). 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: 171.00 vs. AWIIX (19.00). RLBCX has a lower initial minimum investment than AWIIX: RLBCX (250) vs AWIIX (250000). AWIIX annual gain was more profitable for investors over the last year : 4.98 vs. RLBCX (1.03). AWIIX return over 5 years is better than : 65.60 vs. RLBCX (44.21).
| 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 | 0.255 | -2.233 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 235B | 0% |
| Annual Yield % from dividends | 1.80 | 1.69 | 106% |
| Returns for 1 year | 4.98 | 1.03 | 483% |
| Returns for 3 years | 9.63 | 8.35 | 115% |
| Returns for 5 years | 65.60 | 44.21 | 148% |
| Returns for 10 years | 93.08 | 45.29 | 205% |
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