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AWIIX vs RLBEX
AWIIX vs RLBEX Comparison
Open Charts AWIIX vs RLBEX
CIBC Atlas Income Opportunities Instl
Price$16.63
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets654.62M
American Funds American Balanced R4
Price$39.03
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
AWIIX vs RLBEX Comparison Chart in %
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AWIIX vs. RLBEX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. AWIIX (655M). AWIIX pays higher dividends than RLBEX: AWIIX (2.06) vs RLBEX (1.74). 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 : 9.91 vs. AWIIX (4.21). RLBEX return over 5 years is better than : 42.47 vs. AWIIX (39.51).
| 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 | 7.217 | 14.896 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 266B | 0% |
| Annual Yield % from dividends | 2.06 | 1.74 | 118% |
| Returns for 1 year | 4.21 | 9.91 | 42% |
| Returns for 3 years | 37.99 | 51.76 | 73% |
| Returns for 5 years | 39.51 | 42.47 | 93% |
| Returns for 10 years | 119.12 | 79.56 | 150% |
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