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AWIIX vs RLBCX
AWIIX vs RLBCX Comparison
Open Charts AWIIX vs RLBCX
CIBC Atlas Income Opportunities Instl
Price$15.63
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets671.23M
American Funds American Balanced R3
Price$34.67
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
AWIIX vs RLBCX Comparison Chart
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AWIIX vs. RLBCX commentary
May 23, 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: 238B vs. AWIIX (671M). AWIIX pays higher dividends than RLBCX: AWIIX (1.82) vs RLBCX (1.70). 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 : 4.44 vs. AWIIX (2.24). AWIIX return over 5 years is better than : 47.18 vs. RLBCX (36.27).
| 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 | -0.318 | 1.881 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 671M | 238B | 0% |
| Annual Yield % from dividends | 1.82 | 1.70 | 107% |
| Returns for 1 year | 2.24 | 4.44 | 50% |
| Returns for 3 years | 19.71 | 21.68 | 91% |
| Returns for 5 years | 47.18 | 36.27 | 130% |
| Returns for 10 years | 91.97 | 49.72 | 185% |
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