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BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Blueprint Adaptive Growth Allc Instl
Price$16.27
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets204.13M
BALCX vs BLUIX Comparison Chart in %
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BALCX vs. BLUIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. BLUIX (204M). BALCX pays higher dividends than BLUIX: BALCX (1.12) vs BLUIX (0.43). 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 : 9.19 vs. BALCX (7.88). BLUIX return over 5 years is better than : 46.73 vs. BALCX (37.80).
| 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 | 13.983 | 10.156 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 204M | 130,392% |
| Annual Yield % from dividends | 1.12 | 0.43 | 259% |
| Returns for 1 year | 7.88 | 9.19 | 86% |
| Returns for 3 years | 47.51 | 46.88 | 101% |
| Returns for 5 years | 37.80 | 46.73 | 81% |
| Returns for 10 years | 67.75 | N/A | - |
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