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AWIIX vs RLBEX
AWIIX vs RLBEX Comparison
Open Charts AWIIX vs RLBEX
CIBC Atlas Income Opportunities Instl
Price$16.25
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets663.37M
American Funds American Balanced R4
Price$37.41
Change+$0.32 (+0.86%)
VolumeN/A
Net Assets253.74B
AWIIX vs RLBEX Comparison Chart in %
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AWIIX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. AWIIX (663M). AWIIX pays higher dividends than RLBEX: AWIIX (2.07) vs RLBEX (1.81). AWIIX was incepted earlier than RLBEX: AWIIX (11 years) vs RLBEX (23 years). AWIIX (0.69) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. AWIIX (19.00). 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 : 10.54 vs. AWIIX (5.07). RLBEX (38.10) and AWIIX (37.63) have equivalent 5 years return.
| AWIIX | RLBEX | AWIIX / RLBEX | |
| Total Expense Ratio | 0.69 | 0.59 | 117% |
| Annual Report Gross Expense Ratio | 0.69 | 0.59 | 117% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.866 | 9.825 | 39% |
| 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 | 1.81 | 114% |
| Returns for 1 year | 5.07 | 10.54 | 48% |
| Returns for 3 years | 18.13 | 29.92 | 61% |
| Returns for 5 years | 37.63 | 38.10 | 99% |
| Returns for 10 years | 107.85 | 68.66 | 157% |
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