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BLUIX vs CLBFX
BLUIX vs CLBFX Comparison
Open Charts BLUIX vs CLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.40
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets187.81M
American Funds American Balanced 529F
Price$36.92
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
BLUIX vs CLBFX Comparison Chart in %
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BLUIX vs. CLBFX 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 BLUIX is a StrongBuy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. BLUIX (188M). CLBFX pays higher dividends than BLUIX: CLBFX (1.97) vs BLUIX (0.46). BLUIX was incepted earlier than CLBFX: BLUIX (5 years) vs CLBFX (23 years). BLUIX (1.27) is less costly to investors than CLBFX (0.67). BLUIX is a more actively managed with annual turnover of: 151.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than BLUIX: CLBFX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 14.64 vs. CLBFX (11.57). BLUIX (40.84) and CLBFX (39.52) have equivalent 5 years return.
| BLUIX | CLBFX | BLUIX / CLBFX | |
| Total Expense Ratio | 1.31 | 0.67 | 196% |
| Annual Report Gross Expense Ratio | 1.27 | 0.67 | 190% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.062 | 8.669 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 253B | 0% |
| Annual Yield % from dividends | 0.46 | 1.97 | 23% |
| Returns for 1 year | 14.64 | 11.57 | 126% |
| Returns for 3 years | 32.41 | 32.58 | 99% |
| Returns for 5 years | 40.84 | 39.52 | 103% |
| Returns for 10 years | N/A | 79.50 | - |
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