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AWIIX vs RLEFX
AWIIX vs RLEFX Comparison
Open Charts AWIIX vs RLEFX
CIBC Atlas Income Opportunities Instl
Price$16.48
Change-$0.03 (-0.18%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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AWIIX vs RLEFX Comparison Chart
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AWIIX vs. RLEFX commentary
Sep 21, 2024
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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. AWIIX (713M). RLEFX pays higher dividends than AWIIX: RLEFX (2.42) vs AWIIX (2.28). AWIIX was incepted earlier than RLEFX: AWIIX (10 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. AWIIX (28.00). RLEFX has a lower initial minimum investment than AWIIX: RLEFX (250) vs AWIIX (250000). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. AWIIX (20.32). AWIIX return over 5 years is better than : 48.67 vs. RLEFX (40.23).
| AWIIX | RLEFX | AWIIX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 11.063 | 14.180 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 236B | 0% |
| Annual Yield % from dividends | 2.28 | 2.42 | 94% |
| Returns for 1 year | 20.32 | 24.64 | 82% |
| Returns for 3 years | 15.16 | 15.33 | 99% |
| Returns for 5 years | 48.67 | 40.23 | 121% |
| Returns for 10 years | 110.89 | N/A | - |
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