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BLUIX vs RLBAX
BLUIX vs RLBAX Comparison
Open Charts BLUIX vs RLBAX
Blueprint Adaptive Growth Allc Instl
Price$15.40
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets187.81M
American Funds American Balanced R1
Price$36.66
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
BLUIX vs RLBAX Comparison Chart in %
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BLUIX vs. RLBAX 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. BLUIX (188M). RLBAX pays higher dividends than BLUIX: RLBAX (1.17) vs BLUIX (0.46). 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). BLUIX annual gain was more profitable for investors over the last year : 14.64 vs. RLBAX (10.54). BLUIX return over 5 years is better than : 40.84 vs. RLBAX (32.33).
| 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 | 4.062 | 8.064 | 50% |
| 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 | 1.17 | 40% |
| Returns for 1 year | 14.64 | 10.54 | 139% |
| Returns for 3 years | 32.41 | 28.37 | 114% |
| Returns for 5 years | 40.84 | 32.33 | 126% |
| Returns for 10 years | N/A | 56.64 | - |