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BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Blueprint Adaptive Growth Allc Instl
Price$16.11
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets208.93M
BALCX vs BLUIX Comparison Chart in %
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BALCX vs. BLUIX commentary
Nov 20, 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 BALCX is a Hold and BLUIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. BLUIX (209M). BALCX pays higher dividends than BLUIX: BALCX (1.10) vs BLUIX (0.42). BALCX was incepted earlier than BLUIX: BALCX (25 years) vs BLUIX (6 years). BALCX (1.31) and BLUIX (1.27) have similar cost to investors . BLUIX is a more actively managed with annual turnover of: 151.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than BLUIX: BALCX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 9.13 vs. BALCX (8.00). BLUIX return over 5 years is better than : 44.39 vs. BALCX (33.87).
| BALCX | BLUIX | BALCX / BLUIX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.31 | 1.27 | 103% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 13.040 | 10.020 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 209M | 126,316% |
| Annual Yield % from dividends | 1.10 | 0.42 | 260% |
| Returns for 1 year | 8.00 | 9.13 | 88% |
| Returns for 3 years | 37.81 | 43.76 | 86% |
| Returns for 5 years | 33.87 | 44.39 | 76% |
| Returns for 10 years | 63.16 | N/A | - |