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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.40
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets187.81M
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
BLUIX vs RLBFX Comparison Chart in %
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BLUIX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. BLUIX (188M). RLBFX pays higher dividends than BLUIX: RLBFX (2.08) vs BLUIX (0.46). BLUIX was incepted earlier than RLBFX: BLUIX (5 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 annual gain was more profitable for investors over the last year : 14.64 vs. RLBFX (11.75). BLUIX return over 5 years is better than : 40.84 vs. RLBFX (38.32).
| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.27 | 0.29 | 438% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.062 | 8.750 | 46% |
| 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 | 2.08 | 22% |
| Returns for 1 year | 14.64 | 11.75 | 125% |
| Returns for 3 years | 32.41 | 31.94 | 101% |
| Returns for 5 years | 40.84 | 38.32 | 107% |
| Returns for 10 years | N/A | 66.67 | - |
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