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BLUIX vs RLBFX
BLUIX vs RLBFX Comparison
Open Charts BLUIX vs RLBFX
Blueprint Adaptive Growth Allc Instl
Price$15.11
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets185.39M
American Funds American Balanced R5
Price$36.89
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
BLUIX vs RLBFX Comparison Chart in %
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BLUIX vs. RLBFX commentary
Jul 15, 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: 252B vs. BLUIX (185M). RLBFX pays higher dividends than BLUIX: RLBFX (2.10) vs BLUIX (0.47). 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). RLBFX annual gain was more profitable for investors over the last year : 7.08 vs. BLUIX (5.20). BLUIX (43.73) and RLBFX (41.84) have equivalent 5 years return.
| 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 | 2.302 | 8.076 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 252B | 0% |
| Annual Yield % from dividends | 0.47 | 2.10 | 22% |
| Returns for 1 year | 5.20 | 7.08 | 73% |
| Returns for 3 years | 30.50 | 37.09 | 82% |
| Returns for 5 years | 43.73 | 41.84 | 105% |
| Returns for 10 years | N/A | 65.77 | - |
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