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AWIIX vs RLBEX
AWIIX vs RLBEX Comparison
Open Charts AWIIX vs RLBEX
CIBC Atlas Income Opportunities Instl
Price$15.86
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets705.13M
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
AWIIX vs RLBEX Comparison Chart
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AWIIX vs. RLBEX commentary
Jan 19, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. AWIIX (705M). AWIIX (2.28) and RLBEX (2.24) have matching dividends . AWIIX was incepted earlier than RLBEX: AWIIX (11 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. AWIIX (28.00). RLBEX has a lower initial minimum investment than AWIIX: RLBEX (250) vs AWIIX (250000). RLBEX annual gain was more profitable for investors over the last year : 12.28 vs. AWIIX (8.92). AWIIX return over 5 years is better than : 35.46 vs. RLBEX (29.82).
| AWIIX | RLBEX | AWIIX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.019 | 1.955 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 240B | 0% |
| Annual Yield % from dividends | 2.28 | 2.24 | 102% |
| Returns for 1 year | 8.92 | 12.28 | 73% |
| Returns for 3 years | 10.42 | 12.34 | 84% |
| Returns for 5 years | 35.46 | 29.82 | 119% |
| Returns for 10 years | 101.50 | 58.04 | 175% |
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