Interact to see
Advertisement
Advertisement
BLUIX vs CLBFX
BLUIX vs CLBFX Comparison
Open Charts BLUIX vs CLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.72
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets190.42M
American Funds American Balanced 529F
Price$37.62
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
BLUIX vs CLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BLUIX vs. CLBFX 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 BLUIX is a StrongBuy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. BLUIX (190M). 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 : 9.11 vs. CLBFX (8.22). CLBFX (40.33) and BLUIX (39.54) 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 | 5.958 | 10.730 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 255B | 0% |
| Annual Yield % from dividends | 0.46 | 1.97 | 23% |
| Returns for 1 year | 9.11 | 8.22 | 111% |
| Returns for 3 years | 35.39 | 37.31 | 95% |
| Returns for 5 years | 39.54 | 40.33 | 98% |
| Returns for 10 years | N/A | 90.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement