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BLUIX vs RLBAX
BLUIX vs RLBAX Comparison
Open Charts BLUIX vs RLBAX
Blueprint Adaptive Growth Allc Instl
Price$14.22
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets174.13M
American Funds American Balanced R1
Price$34.04
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets233.54B
BLUIX vs RLBAX Comparison Chart
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BLUIX vs. RLBAX commentary
Apr 04, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. BLUIX (174M). RLBAX pays higher dividends than BLUIX: RLBAX (1.27) vs BLUIX (0.50). BLUIX was incepted earlier than RLBAX: BLUIX (5 years) vs RLBAX (23 years). BLUIX (1.33) and RLBAX (1.33) have similar cost to investors . RLBAX is a more actively managed with annual turnover of: 171.00 vs. BLUIX (81.00). RLBAX has a lower initial minimum investment than BLUIX: RLBAX (250) vs BLUIX (5000). BLUIX annual gain was more profitable for investors over the last year : 4.75 vs. RLBAX (3.49). BLUIX (45.42) and RLBAX (45.32) have equivalent 5 years return.
| BLUIX | RLBAX | BLUIX / RLBAX | |
| Total Expense Ratio | 1.30 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.33 | 1.33 | 100% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -3.995 | 0.213 | -1,873% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 234B | 0% |
| Annual Yield % from dividends | 0.50 | 1.27 | 39% |
| Returns for 1 year | 4.75 | 3.49 | 136% |
| Returns for 3 years | 10.62 | 10.40 | 102% |
| Returns for 5 years | 45.42 | 45.32 | 100% |
| Returns for 10 years | N/A | 46.20 | - |
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