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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$16.29
Change-$0.32 (-1.93%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
AWIIX vs RLBCX Comparison Chart
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AWIIX vs. RLBCX 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. AWIIX (714M). AWIIX pays higher dividends than RLBCX: AWIIX (2.28) vs RLBCX (1.98). AWIIX was incepted earlier than RLBCX: AWIIX (10 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. AWIIX (28.00). 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 : 12.91 vs. RLBCX (9.36). AWIIX return over 5 years is better than : 44.36 vs. RLBCX (27.91).
| AWIIX | RLBCX | AWIIX / RLBCX | |
| 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 | 8.914 | 140% |
| 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 | 1.98 | 115% |
| Returns for 1 year | 12.91 | 9.36 | 138% |
| Returns for 3 years | 10.49 | 8.71 | 121% |
| Returns for 5 years | 44.36 | 27.91 | 159% |
| Returns for 10 years | 108.76 | 41.02 | 265% |
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