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BALCX vs BLUIX
BALCX vs BLUIX Comparison
Open Charts BALCX vs BLUIX
American Funds American Balanced C
Price$36.71
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Blueprint Adaptive Growth Allc Instl
Price$15.40
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets187.81M
BALCX vs BLUIX Comparison Chart in %
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BALCX vs. BLUIX commentary
Aug 08, 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: 253B vs. BLUIX (188M). 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 : 14.64 vs. BALCX (10.54). BLUIX return over 5 years is better than : 40.84 vs. BALCX (32.47).
| 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 | 8.096 | 4.062 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 188M | 134,574% |
| Annual Yield % from dividends | 1.18 | 0.46 | 255% |
| Returns for 1 year | 10.54 | 14.64 | 72% |
| Returns for 3 years | 28.43 | 32.41 | 88% |
| Returns for 5 years | 32.47 | 40.84 | 80% |
| Returns for 10 years | 56.72 | N/A | - |
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