AGAMX vs CIBCX

Both AGAMX and CIBCX are mutual funds. AGAMX has a higher 5-year return than CIBCX (9.85% vs 6.79%). AGAMX has a lower expense ratio than CIBCX (0.47% vs 1.35%). Below is the comparison between AGAMX and CIBCX.

AGAMX CIBCX
Security Type Mutual fund Mutual fund
Segment International Balanced: World Allocation International Balanced: World Allocation
Family Virtus American Funds
Net Assets $100.00K $2.05B
Expense Ratio 0.47% 1.35%
Management Style active active
Dividend Yield 2.86% 1.92%
Minimum Investment $5,000.00 $1,000.00
YTD Return 9.80% 9.16%
1-Year Return -0.40% -0.62%
3-Year Return 13.08% 8.40%
5-Year Return 9.85% 6.79%
10-Year Return 7.88% 7.05%

AGAMX description

The Fund seeks long-term capital appreciation and current income. It achieves its investment objective by normally investing approximately 60% of its assets in Underlying Stock Funds and 40% of its assets in Underlying Bond Funds.

AGAMX performance & returns

YTD Return 9.80%
1-Month Return -1.17%
3-Month Return -0.40%
1-Year Return -0.40%
3-Year Return 13.08%
5-Year Return 9.85%
10-Year Return 7.88%
AGAMX expense ratio is 0.47%.

AGAMX holdings

Top 10 Holdings (77.43% of Total Assets)

Name Symbol % Assets
AllianzGI Global Sustainability Instl ASTNX 32.44%
Us 2yr Note (Cbt) Dec20 Xcbt 20201231 N/A 8.94%
AllianzGI Best Styles Glbl Mgd Vol LLLLX 8.04%
AllianzGI PerformanceFee Mgd Fts Strt R6 APMRX 7.60%
AllianzGI Green Bond Institutional ABGTX 7.52%
Us 10yr Note (Cbt)dec20 Xcbt 20201221 N/A 4.74%
Future on S&P 500 Dec20 N/A 3.00%
Us Ultra Bond Cbt Dec20 Xcbt 20201221 N/A 1.78%
Future on MSCI EAFE Dec20 N/A 1.72%
Future on Russell 1000 Dec20 N/A 1.65%

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CIBCX description

The Fund seeks to provide a level of current income that exceeds the average yield on U.S. stocks generally as well as providing a growing stream of income over the years. The Fund's secondary objective is to provide growth of capital. The Fund normally invests at least 90% of its assets in income-producing securities.

CIBCX performance & returns

YTD Return 9.16%
1-Month Return -2.00%
3-Month Return -0.62%
1-Year Return -0.62%
3-Year Return 8.40%
5-Year Return 6.79%
10-Year Return 7.05%
CIBCX expense ratio is 1.35%.

CIBCX holdings

Top 10 Holdings (19.97% of Total Assets)

Name Symbol % Assets
Broadcom Inc AVGO 3.19%
Philip Morris International Inc PM 2.26%
Crown Castle International Corp CCI 2.14%
Federal National Mortgage Association 1.5% N/A 2.11%
Amgen Inc AMGN 1.99%
Microsoft Corp MSFT 1.83%
Gilead Sciences Inc GILD 1.76%
AbbVie Inc ABBV 1.67%
GlaxoSmithKline PLC GSK.L 1.60%
Dominion Energy Inc D 1.42%

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