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AWIIX vs RLBEX
AWIIX vs RLBEX Comparison
Open Charts AWIIX vs RLBEX
CIBC Atlas Income Opportunities Instl
Price$15.37
Change-$0.37 (-2.35%)
VolumeN/A
Net Assets687.6M
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
AWIIX vs RLBEX Comparison Chart
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AWIIX vs. RLBEX commentary
Apr 04, 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 StrongBuy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. AWIIX (688M). 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). AWIIX annual gain was more profitable for investors over the last year : 4.98 vs. RLBEX (1.35). AWIIX return over 5 years is better than : 65.60 vs. RLBEX (46.09).
| 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 | 0.255 | -2.180 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 235B | 0% |
| Annual Yield % from dividends | 1.80 | 1.97 | 91% |
| Returns for 1 year | 4.98 | 1.35 | 369% |
| Returns for 3 years | 9.63 | 9.13 | 106% |
| Returns for 5 years | 65.60 | 46.09 | 142% |
| Returns for 10 years | 93.08 | 49.74 | 187% |
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