Interact to see
Advertisement
Advertisement
BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
American Funds American Balanced C
Price$37.39
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
Blueprint Adaptive Growth Allc Instl
Price$15.72
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets190.42M
BALCX vs BLUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. BLUIX commentary
Aug 30, 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 Buy and BLUIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 255B vs. BLUIX (190M). BALCX pays higher dividends than BLUIX: BALCX (1.18) vs BLUIX (0.46). BALCX was incepted earlier than BLUIX: BALCX (24 years) vs BLUIX (5 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 : 9.11 vs. BALCX (7.26). BLUIX return over 5 years is better than : 39.54 vs. BALCX (33.22).
| BALCX | BLUIX | BALCX / BLUIX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.31 | 1.27 | 103% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 10.099 | 5.958 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 190M | 134,211% |
| Annual Yield % from dividends | 1.18 | 0.46 | 255% |
| Returns for 1 year | 7.26 | 9.11 | 80% |
| Returns for 3 years | 33.01 | 35.39 | 93% |
| Returns for 5 years | 33.22 | 39.54 | 84% |
| Returns for 10 years | 66.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement