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BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
American Funds American Balanced C
Price$38.09
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Blueprint Adaptive Growth Allc Instl
Price$16.09
Change-$0.06 (-0.37%)
VolumeN/A
Net AssetsN/A
BALCX vs BLUIX Comparison Chart in %
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BALCX vs. BLUIX commentary
Sep 26, 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 pays higher dividends than BLUIX: BALCX (1.16) vs BLUIX (0.45). BALCX was incepted earlier than BLUIX: BALCX (25 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 : 9.85 vs. BALCX (7.33). BLUIX return over 5 years is better than : 51.24 vs. BALCX (39.74).
| 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 | 5 years | - |
| Gain YTD | 12.273 | 9.343 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | N/A | - |
| Annual Yield % from dividends | 1.16 | 0.45 | 257% |
| Returns for 1 year | 7.33 | 9.85 | 74% |
| Returns for 3 years | 47.41 | 45.28 | 105% |
| Returns for 5 years | 39.74 | 51.24 | 78% |
| Returns for 10 years | 74.74 | N/A | - |
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