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AWIIX vs RLBEX
AWIIX vs RLBEX Comparison
Open Charts AWIIX vs RLBEX
CIBC Atlas Income Opportunities Instl
Price$15.32
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets656.16M
American Funds American Balanced R4
Price$33.64
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
AWIIX vs RLBEX Comparison Chart
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AWIIX vs. RLBEX commentary
Apr 25, 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: 227B vs. AWIIX (656M). RLBEX pays higher dividends than AWIIX: RLBEX (1.97) vs AWIIX (1.80). AWIIX was incepted earlier than RLBEX: AWIIX (11 years) vs RLBEX (23 years). AWIIX (0.69) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 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 : 4.15 vs. AWIIX (2.72). AWIIX return over 5 years is better than : 46.11 vs. RLBEX (35.73).
| AWIIX | RLBEX | AWIIX / RLBEX | |
| Total Expense Ratio | 0.69 | 0.60 | 115% |
| Annual Report Gross Expense Ratio | 0.69 | 0.60 | 115% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -3.312 | -1.536 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 227B | 0% |
| Annual Yield % from dividends | 1.80 | 1.97 | 91% |
| Returns for 1 year | 2.72 | 4.15 | 66% |
| Returns for 3 years | 10.49 | 14.44 | 73% |
| Returns for 5 years | 46.11 | 35.73 | 129% |
| Returns for 10 years | 85.13 | 48.99 | 174% |
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