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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$16.27
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets204.13M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
BLUIX vs RLBFX Comparison Chart in %
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BLUIX vs. RLBFX commentary
Oct 19, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. BLUIX (204M). RLBFX pays higher dividends than BLUIX: RLBFX (2.00) vs BLUIX (0.43). BLUIX was incepted earlier than RLBFX: BLUIX (6 years) vs RLBFX (23 years). BLUIX (1.27) is less costly to investors than RLBFX (0.29). BLUIX is a more actively managed with annual turnover of: 151.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than BLUIX: RLBFX (250) vs BLUIX (5000). BLUIX (9.19) and RLBFX (9.05) have marching annual gain over last year. BLUIX return over 5 years is better than : 46.73 vs. RLBFX (43.90).
| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.27 | 0.29 | 438% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 10.156 | 14.890 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 266B | 0% |
| Annual Yield % from dividends | 0.43 | 2.00 | 22% |
| Returns for 1 year | 9.19 | 9.05 | 102% |
| Returns for 3 years | 46.88 | 51.85 | 90% |
| Returns for 5 years | 46.73 | 43.90 | 106% |
| Returns for 10 years | N/A | 78.80 | - |
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