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BLUIX vs RLBAX
BLUIX vs RLBAX Comparison
Open Charts BLUIX vs RLBAX
Blueprint Adaptive Growth Allc Instl
Price$14.71
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets182.71M
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
BLUIX vs RLBAX Comparison Chart
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BLUIX vs. RLBAX commentary
Jun 07, 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: 243B vs. BLUIX (183M). RLBAX pays higher dividends than BLUIX: RLBAX (1.23) vs BLUIX (0.49). BLUIX was incepted earlier than RLBAX: BLUIX (5 years) vs RLBAX (23 years). BLUIX (1.33) and RLBAX (1.31) 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 : 6.30 vs. BLUIX (5.74). BLUIX return over 5 years is better than : 41.26 vs. RLBAX (30.57).
| BLUIX | RLBAX | BLUIX / RLBAX | |
| Total Expense Ratio | 1.30 | 1.31 | 99% |
| Annual Report Gross Expense Ratio | 1.33 | 1.31 | 102% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | -0.948 | 4.364 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 243B | 0% |
| Annual Yield % from dividends | 0.49 | 1.23 | 40% |
| Returns for 1 year | 5.74 | 6.30 | 91% |
| Returns for 3 years | 21.90 | 20.02 | 109% |
| Returns for 5 years | 41.26 | 30.57 | 135% |
| Returns for 10 years | N/A | 52.75 | - |
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