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BLUIX vs RLBAX
BLUIX vs RLBAX Comparison
Open Charts BLUIX vs RLBAX
Blueprint Adaptive Growth Allc Instl
Price$15.11
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets185.39M
American Funds American Balanced R1
Price$36.47
Change-$0.13 (-0.36%)
VolumeN/A
Net Assets252.03B
BLUIX vs RLBAX Comparison Chart in %
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BLUIX vs. RLBAX commentary
Jul 15, 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: 252B vs. BLUIX (185M). RLBAX pays higher dividends than BLUIX: RLBAX (1.18) vs BLUIX (0.47). BLUIX was incepted earlier than RLBAX: BLUIX (5 years) vs RLBAX (23 years). RLBAX (1.31) and BLUIX (1.27) have similar cost to investors . BLUIX is a more actively managed with annual turnover of: 151.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than BLUIX: RLBAX (250) vs BLUIX (5000). RLBAX annual gain was more profitable for investors over the last year : 5.93 vs. BLUIX (5.20). BLUIX return over 5 years is better than : 43.73 vs. RLBAX (35.73).
| BLUIX | RLBAX | BLUIX / RLBAX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.27 | 1.31 | 97% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 2.302 | 7.504 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 252B | 0% |
| Annual Yield % from dividends | 0.47 | 1.18 | 40% |
| Returns for 1 year | 5.20 | 5.93 | 88% |
| Returns for 3 years | 30.50 | 33.39 | 91% |
| Returns for 5 years | 43.73 | 35.73 | 122% |
| Returns for 10 years | N/A | 55.82 | - |
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