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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets673.52M
American Funds American Balanced R3
Price$35.72
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets245.62B
AWIIX vs RLBCX Comparison Chart
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AWIIX vs. RLBCX commentary
Jun 14, 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: 246B vs. AWIIX (674M). AWIIX pays higher dividends than RLBCX: AWIIX (1.78) vs RLBCX (1.63). 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 : 6.48 vs. AWIIX (4.45). AWIIX return over 5 years is better than : 46.80 vs. RLBCX (37.71).
| 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 | 2.293 | 5.207 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 246B | 0% |
| Annual Yield % from dividends | 1.78 | 1.63 | 109% |
| Returns for 1 year | 4.45 | 6.48 | 69% |
| Returns for 3 years | 28.84 | 31.94 | 90% |
| Returns for 5 years | 46.80 | 37.71 | 124% |
| Returns for 10 years | 100.50 | 57.05 | 176% |
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