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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.07
Change-$0.26 (-1.70%)
VolumeN/A
Net Assets186.28M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
BLUIX vs RLBFX Comparison Chart
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BLUIX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. BLUIX (186M). RLBFX pays higher dividends than BLUIX: RLBFX (2.50) vs BLUIX (0.60). BLUIX was incepted earlier than RLBFX: BLUIX (5 years) vs RLBFX (23 years). BLUIX is a more actively managed with annual turnover of: 278.00 vs. RLBFX (171.00). 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 : 13.75 vs. RLBFX (9.54).
| BLUIX | RLBFX | BLUIX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 2.031 | 2.908 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 242B | 0% |
| Annual Yield % from dividends | 0.60 | 2.50 | 24% |
| Returns for 1 year | 13.75 | 9.54 | 144% |
| Returns for 3 years | 21.10 | 18.32 | 115% |
| Returns for 5 years | N/A | 31.70 | - |
| Returns for 10 years | N/A | 55.11 | - |