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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$16.25
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets663.37M
American Funds American Balanced R3
Price$37.22
Change+$0.32 (+0.87%)
VolumeN/A
Net Assets253.74B
AWIIX vs RLBCX Comparison Chart in %
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AWIIX vs. RLBCX commentary
Aug 13, 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: 254B vs. AWIIX (663M). AWIIX pays higher dividends than RLBCX: AWIIX (2.07) vs RLBCX (1.56). 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 : 10.18 vs. AWIIX (5.07). AWIIX (37.63) and RLBCX (36.32) have equivalent 5 years return.
| 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 | 3.866 | 9.625 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 254B | 0% |
| Annual Yield % from dividends | 2.07 | 1.56 | 133% |
| Returns for 1 year | 5.07 | 10.18 | 50% |
| Returns for 3 years | 18.13 | 28.87 | 63% |
| Returns for 5 years | 37.63 | 36.32 | 104% |
| Returns for 10 years | 107.85 | 63.51 | 170% |
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